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 10-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 | $42,494 | $54,705-22.3% | $71,209-40.3% | $84,808-49.9% |
| Participation rate | 19.4% | 64.1%-44.7pp | 73.8%-54.4pp | 68.3%-49.0pp |
| Annual return | 21.44% | 35.90%-14.5pp | 282.51%-261.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $691 | $3,030-77.2% | $4,175-83.4% | $4,212-83.6% |
| Admin fee / account holder | $261 | $4,863-94.6% | $5,349-95.1% | $7,344-96.5% |