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 | $78,299 | $124,319-37.0% | $111,297-29.6% | $167,490-53.3% |
| Participation rate | 21.7% | 79.6%-57.9pp | 77.3%-55.6pp | 82.1%-60.4pp |
| Annual return | 12.06% | 37.44%-25.4pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,078 | $5,180-59.9% | $4,487-53.7% | $6,341-67.2% |
| Admin fee / account holder | $216 | $10,618-98.0% | $7,964-97.3% | $12,309-98.2% |