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 | $88,222 | $94,625-6.8% | $116,228-24.1% | $84,808+4.0% |
| Participation rate | 24.2% | 70.4%-46.2pp | 74.6%-50.3pp | 68.3%-44.1pp |
| Annual return | 14.23% | 20.40%-6.2pp | 90.06%-75.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,549 | $3,972-10.6% | $4,953-28.3% | $4,212-15.7% |
| Admin fee / account holder | $5 | $10,091-100.0% | $11,989-100.0% | $7,344-99.9% |