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 | $30,675 | $58,512-47.6% | $84,015-63.5% | $72,985-58.0% |
| Participation rate | 34.2% | 61.2%-27.0pp | 69.0%-34.8pp | 69.5%-35.3pp |
| Annual return | 21.60% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,700 | $2,394-29.0% | $3,239-47.5% | $3,607-52.9% |
| Admin fee / account holder | $149 | $4,569-96.7% | $6,101-97.6% | $5,124-97.1% |