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 | $21,341 | $211,958-89.9% | $169,463-87.4% | $135,375-84.2% |
| Participation rate | 54.2% | 82.6%-28.5pp | 77.8%-23.6pp | 82.6%-28.5pp |
| Annual return | -7.60% | 3.26%-10.9pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,515 | $6,075-58.6% | $5,277-52.3% | $5,609-55.2% |
| Admin fee / account holder | $285 | $11,471-97.5% | $9,109-96.9% | $10,827-97.4% |