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 | $42,835 | $127,065-66.3% | $113,168-62.1% | $142,382-69.9% |
| Participation rate | 30.8% | 79.2%-48.4pp | 76.6%-45.8pp | 80.1%-49.4pp |
| Annual return | 18.83% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,189 | $5,716-44.2% | $5,107-37.5% | $6,507-51.0% |
| Admin fee / account holder | $112 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |