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 | $76,667 | $70,428+8.9% | $96,562-20.6% | $85,850-10.7% |
| Participation rate | 43.8% | 61.8%-18.1pp | 69.8%-26.1pp | 69.3%-25.6pp |
| Annual return | 18.92% | 18.59%+0.3pp | 37.78%-18.9pp | 318.53%-299.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,621 | $2,894+59.7% | $3,849+20.0% | $3,952+16.9% |
| Admin fee / account holder | $102 | $4,997-98.0% | $6,181-98.4% | $6,260-98.4% |