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 | $18,681 | $100,773-81.5% | $88,946-79.0% | $142,382-86.9% |
| Participation rate | 58.3% | 74.3%-16.0pp | 68.8%-10.5pp | 80.1%-21.8pp |
| Annual return | 18.58% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,923 | $5,230-44.1% | $4,581-36.2% | $6,507-55.1% |
| Admin fee / account holder | $169 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |