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 7-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 | $15,898 | $95,416-83.3% | $185,823-91.4% | $85,850-81.5% |
| Participation rate | 27.8% | 68.8%-41.0pp | 81.7%-53.9pp | 69.3%-41.5pp |
| Annual return | 16.74% | 23.59%-6.8pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,807 | $3,423-47.2% | $5,568-67.5% | $3,952-54.3% |
| Admin fee / account holder | $18 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |