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 8-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 | $14,285 | $52,380-72.7% | $98,755-85.5% | $85,850-83.4% |
| Participation rate | 55.1% | 58.0%-2.9pp | 65.7%-10.6pp | 69.3%-14.2pp |
| Annual return | 12.60% | 25.82%-13.2pp | 49.91%-37.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,295 | $2,101-38.3% | $3,035-57.3% | $3,952-67.2% |
| Admin fee / account holder | $238 | $3,865-93.8% | $4,076-94.2% | $6,260-96.2% |