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 | $44,972 | $159,602-71.8% | $150,045-70.0% | $142,382-68.4% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.3%-30.1pp | 80.1%-27.9pp |
| Annual return | 15.50% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,053 | $4,961-78.8% | $4,693-77.6% | $4,299-75.5% |
| Participant deferral / active EE | $3,430 | $8,310-58.7% | $7,997-57.1% | $6,507-47.3% |
| Admin fee / account holder | $63 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |