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 | $17,729 | $58,523-69.7% | $99,443-82.2% | $72,985-75.7% |
| Participation rate | 38.5% | 64.6%-26.2pp | 73.8%-35.4pp | 69.5%-31.0pp |
| Annual return | 24.47% | 28.51%-4.0pp | 30.72%-6.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,055 | $2,606-59.5% | $3,619-70.8% | $3,607-70.7% |
| Admin fee / account holder | $12 | $4,102-99.7% | $6,250-99.8% | $5,124-99.8% |