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 | $33,320 | $56,484-41.0% | $169,463-80.3% | $64,186-48.1% |
| Participation rate | 44.2% | 64.5%-20.3pp | 77.8%-33.6pp | 69.6%-25.3pp |
| Annual return | 4.64% | -1.55%+6.2pp | 1.83%+2.8pp | 7.63%-3.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,725 | $3,448-50.0% | $5,277-67.3% | $3,470-50.3% |
| Admin fee / account holder | $35 | $4,174-99.2% | $9,109-99.6% | $4,888-99.3% |