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 | $35,576 | $57,281-37.9% | $86,612-58.9% | $75,163-52.7% |
| Participation rate | 51.5% | 63.2%-11.7pp | 71.7%-20.2pp | 67.2%-15.7pp |
| Annual return | 19.09% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,040 | $3,318-38.5% | $4,438-54.0% | $4,125-50.5% |
| Admin fee / account holder | $95 | $4,112-97.7% | $5,614-98.3% | $5,651-98.3% |