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 9-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 | $51,888 | $109,327-52.5% | $89,391-42.0% | $158,922-67.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 22.20% | 345.68%-323.5pp | 245.62%-223.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,460 | $4,598-24.8% | $3,890-11.1% | $5,982-42.2% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |