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 | $48,183 | $117,841-59.1% | $102,423-53.0% | $145,922-67.0% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-26.9pp |
| Annual return | 12.50% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,111 | $5,731-45.7% | $5,053-38.4% | $6,688-53.5% |
| Admin fee / account holder | $259 | $13,326-98.1% | $9,451-97.3% | $13,397-98.1% |