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 | $65,203 | $215,361-69.7% | $171,082-61.9% | $273,961-76.2% |
| Participation rate | 56.3% | 82.0%-25.8pp | 76.7%-20.4pp | 83.0%-26.8pp |
| Annual return | 10.77% | 25.14%-14.4pp | 32.56%-21.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $822 | $5,543-85.2% | $4,797-82.9% | $5,287-84.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |