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 4-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 | $14,679 | $114,381-87.2% | $107,525-86.3% | $142,382-89.7% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 21.65% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,971 | $5,564-46.6% | $5,116-41.9% | $6,507-54.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |