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 | $24,282 | $89,355-72.8% | $141,162-82.8% | $72,985-66.7% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 31.62% | 111.85%-80.2pp | 71.39%-39.8pp | 81.00%-49.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,515 | $5,418+1.8% | $6,709-17.8% | $3,607+52.9% |
| Admin fee / account holder | $36 | $5,958-99.4% | $10,261-99.6% | $5,124-99.3% |