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 | $40,209 | $95,561-57.9% | $77,163-47.9% | $139,434-71.2% |
| Participation rate | 20.0% | 73.9%-53.9pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 18.99% | 54.92%-35.9pp | 37.87%-18.9pp | 372.94%-353.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,076 | $4,624-33.5% | $3,833-19.8% | $6,710-54.2% |
| Admin fee / account holder | $151 | $8,295-98.2% | $5,472-97.2% | $11,403-98.7% |