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 | $100,538 | $157,256-36.1% | $141,162-28.8% | $152,861-34.2% |
| Participation rate | 27.3% | 84.8%-57.5pp | 82.5%-55.2pp | 82.4%-55.2pp |
| Annual return | 24.49% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,822 | $5,261-65.4% | $4,735-61.5% | $4,762-61.7% |
| Participant deferral / active EE | $2,338 | $7,109-67.1% | $6,709-65.2% | $5,850-60.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |