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 | $51,952 | $106,890-51.4% | $84,015-38.2% | $152,861-66.0% |
| Participation rate | 36.8% | 75.2%-38.4pp | 69.0%-32.2pp | 82.4%-45.6pp |
| Annual return | 13.95% | 104.99%-91.0pp | 71.31%-57.4pp | 345.32%-331.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,462 | $4,011-63.6% | $3,239-54.9% | $5,850-75.0% |
| Admin fee / account holder | $11 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |