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 | $31,181 | $85,022-63.3% | $70,515-55.8% | $139,434-77.6% |
| Participation rate | 46.7% | 73.9%-27.2pp | 68.3%-21.7pp | 80.3%-33.7pp |
| Annual return | 13.11% | 30.38%-17.3pp | 32.77%-19.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,942 | $5,890-67.0% | $4,567-57.5% | $6,710-71.1% |
| Admin fee / account holder | $220 | $8,906-97.5% | $6,412-96.6% | $11,403-98.1% |