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 | $28,576 | $88,370-67.7% | $112,977-74.7% | $79,858-64.2% |
| Participation rate | 50.0% | 76.8%-26.8pp | 82.6%-32.6pp | 69.6%-19.6pp |
| Annual return | 22.22% | 23.16%-0.9pp | 24.24%-2.0pp | 31.71%-9.5pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,776 | $4,536+49.4% | $5,836+16.1% | $3,740+81.2% |
| Admin fee / account holder | $44 | $5,750-99.2% | $6,294-99.3% | $5,306-99.2% |