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 | $42,442 | $96,635-56.1% | $86,612-51.0% | $139,434-69.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 19.07% | 106.41%-87.3pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,002 | $3,263-69.3% | $3,022-66.9% | $4,751-78.9% |
| Participant deferral / active EE | $3,845 | $4,836-20.5% | $4,438-13.4% | $6,710-42.7% |
| Admin fee / account holder | $160 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |