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 | $20,275 | $96,635-79.0% | $86,612-76.6% | $139,434-85.5% |
| Participation rate | 21.4% | 74.4%-53.0pp | 71.7%-50.3pp | 80.3%-58.9pp |
| Annual return | 22.56% | 106.41%-83.9pp | 591.07%-568.5pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,835 | $4,836-62.0% | $4,438-58.6% | $6,710-72.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |