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 5-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 | $62,695 | $109,881-42.9% | $150,045-58.2% | $84,808-26.1% |
| Participation rate | 28.3% | 76.1%-47.8pp | 82.3%-54.1pp | 68.3%-40.1pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,556 | $6,636-31.3% | $7,997-43.0% | $4,212+8.2% |
| Admin fee / account holder | $267 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |