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 | $29,236 | $115,882-74.8% | $100,516-70.9% | $158,922-81.6% |
| Participation rate | 30.0% | 81.6%-51.6pp | 79.4%-49.4pp | 82.0%-52.0pp |
| Annual return | 15.90% | 34.79%-18.9pp | 30.89%-15.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,302 | $6,674+24.4% | $6,270+32.4% | $5,982+38.8% |
| Admin fee / account holder | $168 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |