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 | $16,962 | $46,553-63.6% | $64,056-73.5% | $75,163-77.4% |
| Participation rate | 35.9% | 65.9%-30.0pp | 72.3%-36.4pp | 67.2%-31.3pp |
| Annual return | 20.86% | 26.03%-5.2pp | 33.69%-12.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,461 | $2,837-48.5% | $3,880-62.4% | $4,125-64.6% |
| Admin fee / account holder | $238 | $2,952-91.9% | $3,068-92.3% | $5,651-95.8% |