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 | $10,029 | $54,705-81.7% | $71,209-85.9% | $84,808-88.2% |
| Participation rate | 40.7% | 64.1%-23.3pp | 73.8%-33.0pp | 68.3%-27.6pp |
| Annual return | 18.65% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $938 | $3,030-69.0% | $4,175-77.5% | $4,212-77.7% |
| Admin fee / account holder | $118 | $4,863-97.6% | $5,349-97.8% | $7,344-98.4% |