See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,032 | $29,660-72.9% | $56,411-85.8% | $80,856-90.1% |
| Participation rate | 35.6% | 41.6%-6.1pp | 52.5%-16.9pp | 67.6%-32.1pp |
| Annual return | 17.21% | 35.23%-18.0pp | 1701.33%-1684.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $312 | $669-53.5% | $1,039-70.0% | $2,755-88.7% |
| Participant deferral / active EE | $1,298 | $1,226+5.9% | $1,952-33.5% | $4,296-69.8% |
| Admin fee / account holder | $34 | $2,428-98.6% | $2,829-98.8% | $6,918-99.5% |