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 | $31,353 | $115,882-72.9% | $100,516-68.8% | $158,922-80.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 18.50% | 34.79%-16.3pp | 30.89%-12.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,396 | $6,674-49.1% | $6,270-45.8% | $5,982-43.2% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |