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 | $13,893 | $45,073-69.2% | $69,455-80.0% | $72,985-81.0% |
| Participation rate | 54.5% | 68.5%-13.9pp | 74.6%-20.1pp | 69.5%-14.9pp |
| Annual return | 21.03% | 22.65%-1.6pp | 28.97%-7.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $788 | $2,602-69.7% | $3,535-77.7% | $3,607-78.1% |
| Admin fee / account holder | $1 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |