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 | $64,787 | $105,859-38.8% | $90,160-28.1% | $147,584-56.1% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 12.21% | 37.63%-25.4pp | 34.88%-22.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $616 | $4,126-85.1% | $3,318-81.4% | $4,876-87.4% |
| Participant deferral / active EE | $2,934 | $5,733-48.8% | $5,288-44.5% | $5,439-46.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |