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 6-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 | $48,826 | $49,922-2.2% | $80,569-39.4% | $75,163-35.0% |
| Participation rate | 54.5% | 55.3%-0.8pp | 67.0%-12.5pp | 67.2%-12.6pp |
| Annual return | 24.92% | 34.69%-9.8pp | 935.43%-910.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,839 | $1,698+67.2% | $2,723+4.2% | $2,670+6.3% |
| Participant deferral / active EE | $6,467 | $2,990+116.3% | $4,447+45.4% | $4,125+56.8% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |