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 | $27,118 | $115,770-76.6% | $101,248-73.2% | $158,922-82.9% |
| Participation rate | 36.8% | 79.4%-42.5pp | 75.8%-39.0pp | 82.0%-45.1pp |
| Annual return | 52.12% | 56.14%-4.0pp | 46.47%+5.6pp | 302.83%-250.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,385 | $4,957-72.1% | $4,370-68.3% | $5,982-76.8% |
| Admin fee / account holder | $26 | $7,245-99.6% | $5,945-99.6% | $11,246-99.8% |