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 5-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 | $45,241 | $95,266-52.5% | $82,389-45.1% | $142,382-68.2% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.5%-42.3pp | 80.1%-52.8pp |
| Annual return | 22.05% | 25.74%-3.7pp | 28.67%-6.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,923 | $4,809-18.4% | $4,155-5.6% | $6,507-39.7% |
| Admin fee / account holder | $151 | $8,563-98.2% | $7,231-97.9% | $12,624-98.8% |