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 | $21,318 | $176,056-87.9% | $159,436-86.6% | $167,490-87.3% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 25.06% | 331.75%-306.7pp | 263.57%-238.5pp | 478.56%-453.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,213 | $7,750+18.9% | $7,352+25.3% | $6,341+45.3% |
| Admin fee / account holder | $102 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |