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 | $12,714 | $45,035-71.8% | $62,995-79.8% | $70,131-81.9% |
| Participation rate | 53.8% | 69.5%-15.7pp | 74.8%-21.0pp | 69.5%-15.7pp |
| Annual return | 13.43% | 18.76%-5.3pp | 87.57%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,357 | $2,465-45.0% | $3,329-59.3% | $3,332-59.3% |
| Admin fee / account holder | $154 | $2,834-94.6% | $3,600-95.7% | $4,645-96.7% |