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 | $20,770 | $65,409-68.2% | $98,442-78.9% | $85,850-75.8% |
| Participation rate | 19.5% | 65.0%-45.5pp | 73.3%-53.8pp | 69.3%-49.8pp |
| Annual return | 17.06% | 21.76%-4.7pp | 1492.73%-1475.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,482 | $3,166-53.2% | $4,276-65.3% | $3,952-62.5% |
| Admin fee / account holder | $16 | $4,593-99.7% | $5,949-99.7% | $6,260-99.8% |