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 5-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 | $57,443 | $210,648-72.7% | $177,989-67.7% | $145,922-60.6% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 18.68% | 385.86%-367.2pp | 294.48%-275.8pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,331 | $4,565-70.8% | $3,949-66.3% | $4,660-71.4% |
| Participant deferral / active EE | $3,092 | $6,958-55.6% | $6,276-50.7% | $6,688-53.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |