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 | $34,272 | $118,680-71.1% | $98,907-65.3% | $158,922-78.4% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 15.43% | 372.35%-356.9pp | 196.43%-181.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,733 | $5,088-46.3% | $4,244-35.6% | $5,982-54.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |