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 10-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 | $17,452 | $50,637-65.5% | $86,590-79.8% | $62,292-72.0% |
| Participation rate | 50.5% | 67.9%-17.4pp | 73.5%-23.1pp | 69.5%-19.0pp |
| Annual return | 14.71% | 20.80%-6.1pp | 964.84%-950.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $773 | $2,075-62.7% | $2,839-72.8% | $2,042-62.1% |
| Participant deferral / active EE | $1,112 | $2,611-57.4% | $3,609-69.2% | $3,169-64.9% |
| Admin fee / account holder | $172 | $413-58.3% | $4,906-96.5% | $479-64.1% |