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 3-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 | $40,069 | $53,516-25.1% | $126,539-68.3% | $84,808-52.8% |
| Participation rate | 60.0% | 58.2%+1.8pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 20.81% | 58.34%-37.5pp | 425.95%-405.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,384 | $1,535-9.9% | $3,674-62.3% | $2,631-47.4% |
| Participant deferral / active EE | $3,566 | $2,671+33.5% | $4,083-12.6% | $4,212-15.3% |
| Admin fee / account holder | $264 | $4,497-94.1% | $6,065-95.7% | $7,344-96.4% |