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 | $43,471 | $159,901-72.8% | $146,958-70.4% | $145,922-70.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.44% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,446 | $5,286-72.6% | $4,933-70.7% | $4,660-69.0% |
| Participant deferral / active EE | $13,568 | $8,428+61.0% | $8,070+68.1% | $6,688+102.9% |
| Admin fee / account holder | $181 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |