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 8-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 | $26,831 | $72,012-62.7% | $185,823-85.6% | $79,858-66.4% |
| Participation rate | 28.9% | 65.8%-36.9pp | 78.0%-49.1pp | 69.6%-40.7pp |
| Annual return | 26.27% | 23.12%+3.1pp | 35.95%-9.7pp | 31.71%-5.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,993 | $3,779-20.8% | $5,632-46.9% | $3,740-20.0% |
| Admin fee / account holder | $86 | $4,513-98.1% | $9,500-99.1% | $5,306-98.4% |