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 3-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 | $12,223 | $31,310-61.0% | $53,898-77.3% | $74,304-83.5% |
| Participation rate | 11.5% | 30.7%-19.2pp | 55.0%-43.5pp | 60.3%-48.8pp |
| Annual return | 22.06% | 23.16%-1.1pp | 528.60%-506.5pp | 29.43%-7.4pp |
| Employer contribution / active EE | $191 | $450-57.5% | $932-79.5% | $2,241-91.5% |
| Participant deferral / active EE | $247 | $934-73.5% | $1,826-86.5% | $3,767-93.4% |
| Admin fee / account holder | $268 | $2,175-87.7% | $2,491-89.3% | $2,969-91.0% |