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 9-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 | $32,496 | $162,781-80.0% | $133,956-75.7% | $158,922-79.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 19.04% | 41.94%-22.9pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,400 | $4,975-71.9% | $3,919-64.3% | $4,761-70.6% |
| Participant deferral / active EE | $3,985 | $5,911-32.6% | $5,048-21.1% | $5,982-33.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |