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 | $32,429 | $85,202-61.9% | $172,739-81.2% | $72,985-55.6% |
| Participation rate | 44.4% | 70.1%-25.6pp | 82.6%-38.2pp | 69.5%-25.0pp |
| Annual return | 26.12% | 27.32%-1.2pp | 802.84%-776.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,537 | $3,260-22.2% | $5,198-51.2% | $3,607-29.7% |
| Admin fee / account holder | $127 | $5,884-97.8% | $13,954-99.1% | $5,124-97.5% |