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 | $30,012 | $39,019-23.1% | $80,716-62.8% | $85,850-65.0% |
| Participation rate | 57.6% | 41.5%+16.0pp | 54.2%+3.4pp | 69.3%-11.7pp |
| Annual return | 12.04% | 26.27%-14.2pp | 87.28%-75.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $788 | $1,326-40.5% | $2,146-63.3% | $3,952-80.1% |
| Admin fee / account holder | $269 | $2,431-88.9% | $3,380-92.0% | $6,260-95.7% |