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 7-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 | $48,562 | $217,402-77.7% | $185,823-73.9% | $167,490-71.0% |
| Participation rate | 58.8% | 86.0%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 19.17% | 148.36%-129.2pp | 122.05%-102.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,545 | $5,873-73.7% | $5,167-70.1% | $4,837-68.1% |
| Participant deferral / active EE | $3,803 | $6,356-40.2% | $5,568-31.7% | $6,341-40.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |