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 4-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 | $20,776 | $53,516-61.2% | $126,539-83.6% | $84,808-75.5% |
| Participation rate | 18.9% | 58.2%-39.3pp | 69.8%-50.9pp | 68.3%-49.4pp |
| Annual return | 18.55% | 58.34%-39.8pp | 425.95%-407.4pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $801 | $2,671-70.0% | $4,083-80.4% | $4,212-81.0% |
| Admin fee / account holder | $157 | $4,497-96.5% | $6,065-97.4% | $7,344-97.9% |