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 | $15,394 | $53,822-71.4% | $75,696-79.7% | $85,850-82.1% |
| Participation rate | 46.8% | 69.1%-22.3pp | 74.8%-28.0pp | 69.3%-22.5pp |
| Annual return | 27.39% | 24.54%+2.8pp | 104.53%-77.1pp | 318.53%-291.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $971 | $2,895-66.5% | $3,821-74.6% | $3,952-75.4% |
| Admin fee / account holder | $206 | $3,343-93.8% | $3,619-94.3% | $6,260-96.7% |