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 | $42,485 | $91,190-53.4% | $178,490-76.2% | $79,858-46.8% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 13.67% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,011 | $3,236-7.0% | $5,202-42.1% | $3,740-19.5% |
| Admin fee / account holder | $165 | $6,751-97.6% | $13,984-98.8% | $5,306-96.9% |