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 | $49,171 | $78,694-37.5% | $67,652-27.3% | $125,391-60.8% |
| Participation rate | 44.4% | 78.8%-34.4pp | 75.7%-31.2pp | 83.2%-38.7pp |
| Annual return | 2.70% | 9.46%-6.8pp | 6625.04%-6622.3pp | 282.22%-279.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,790 | $4,292-58.3% | $3,560-49.7% | $5,352-66.5% |
| Admin fee / account holder | $16 | $7,403-99.8% | $4,821-99.7% | $9,540-99.8% |