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 4-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 | $35,377 | $27,915+26.7% | $58,482-39.5% | $75,163-52.9% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 25.02% | 44.20%-19.2pp | 4239.32%-4214.3pp | 160.62%-135.6pp |
| Employer contribution / active EE | $611 | $669-8.8% | $1,053-42.0% | $2,670-77.1% |
| Participant deferral / active EE | $3,919 | $1,201+226.2% | $1,924+103.7% | $4,125-5.0% |
| Admin fee / account holder | $101 | $1,726-94.1% | $2,516-96.0% | $5,651-98.2% |