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 | $25,338 | $105,931-76.1% | $81,930-69.1% | $158,922-84.1% |
| Participation rate | 16.7% | 75.6%-58.9pp | 72.0%-55.3pp | 82.0%-65.3pp |
| Annual return | 16.48% | 38.17%-21.7pp | 29.49%-13.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,444 | $13,003-88.9% | $7,107-79.7% | $5,982-75.9% |
| Admin fee / account holder | $90 | $8,489-98.9% | $5,158-98.3% | $11,246-99.2% |