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 | $30,382 | $81,248-62.6% | $155,509-80.5% | $80,856-62.4% |
| Participation rate | 44.8% | 66.2%-21.4pp | 78.2%-33.4pp | 67.6%-22.8pp |
| Annual return | 10.99% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,576 | $3,452-54.3% | $5,626-72.0% | $4,296-63.3% |
| Admin fee / account holder | $90 | $7,997-98.9% | $15,912-99.4% | $6,918-98.7% |