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 4-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 | $10,987 | $110,261-90.0% | $95,745-88.5% | $139,434-92.1% |
| Participation rate | 23.1% | 75.8%-52.7pp | 72.3%-49.2pp | 80.3%-57.2pp |
| Annual return | 23.86% | 27.11%-3.3pp | 28.35%-4.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,201 | $4,676-74.3% | $4,245-71.7% | $6,710-82.1% |
| Admin fee / account holder | $33 | $6,613-99.5% | $5,678-99.4% | $11,403-99.7% |