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 6-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 | $13,380 | $80,717-83.4% | $154,803-91.4% | $84,808-84.2% |
| Participation rate | 59.3% | 66.8%-7.6pp | 78.1%-18.8pp | 68.3%-9.1pp |
| Annual return | 18.54% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,226 | $3,303-62.9% | $5,540-77.9% | $4,212-70.9% |
| Admin fee / account holder | $84 | $6,746-98.7% | $14,329-99.4% | $7,344-98.9% |