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 7-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 | $27,540 | $73,933-62.7% | $96,683-71.5% | $75,163-63.4% |
| Participation rate | 37.5% | 66.4%-28.9pp | 74.3%-36.8pp | 67.2%-29.7pp |
| Annual return | 17.91% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,955 | $3,659-19.2% | $4,878-39.4% | $4,125-28.4% |
| Admin fee / account holder | $94 | $5,216-98.2% | $6,730-98.6% | $5,651-98.3% |