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 4-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 | $17,383 | $49,915-65.2% | $154,803-88.8% | $74,304-76.6% |
| Participation rate | 23.3% | 54.0%-30.7pp | 78.1%-54.8pp | 60.3%-37.1pp |
| Annual return | 21.43% | 34.06%-12.6pp | 58.88%-37.5pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,391 | $2,255-38.3% | $5,540-74.9% | $3,767-63.1% |
| Admin fee / account holder | $129 | $2,189-94.1% | $14,329-99.1% | $2,969-95.7% |