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 | $1,703 | $22,587-92.5% | $65,255-97.4% | $75,163-97.7% |
| Participation rate | 68.5% | 63.1%+5.4pp | 65.0%+3.5pp | 67.2%+1.3pp |
| Annual return | 133.38% | 71.03%+62.4pp | 47.35%+86.0pp | 160.62%-27.2pp |
| Employer contribution / active EE | $413 | $941-56.1% | $1,691-75.6% | $2,670-84.5% |
| Participant deferral / active EE | $1,523 | $1,695-10.2% | $2,831-46.2% | $4,125-63.1% |
| Admin fee / account holder | $177 | $1,876-90.6% | $4,112-95.7% | $5,651-96.9% |