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 8-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 | $75,629 | $74,888+1.0% | $71,209+6.2% | $142,382-46.9% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 17.29% | 345.14%-327.9pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $427 | $2,854-85.1% | $2,721-84.3% | $4,299-90.1% |
| Participant deferral / active EE | $770 | $4,454-82.7% | $4,175-81.6% | $6,507-88.2% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |