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 | $51,639 | $99,020-47.8% | $86,590-40.4% | $147,584-65.0% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 12.60% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,451 | $3,972-13.1% | $3,609-4.4% | $5,439-36.5% |
| Admin fee / account holder | $293 | $5,710-94.9% | $4,906-94.0% | $10,885-97.3% |