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 | $56,984 | $58,208-2.1% | $81,812-30.3% | $80,856-29.5% |
| Participation rate | 12.0% | 63.4%-51.4pp | 72.3%-60.3pp | 67.6%-55.6pp |
| Annual return | 17.24% | 41.66%-24.4pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $931 | $3,281-71.6% | $4,319-78.4% | $4,296-78.3% |
| Admin fee / account holder | $230 | $4,981-95.4% | $7,386-96.9% | $6,918-96.7% |