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 | $42,086 | $115,882-63.7% | $100,516-58.1% | $158,922-73.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 39.26% | 34.79%+4.5pp | 30.89%+8.4pp | 302.83%-263.6pp |
| Employer contribution / active EE | $2,060 | $4,103-49.8% | $3,418-39.7% | $4,761-56.7% |
| Participant deferral / active EE | $7,006 | $6,674+5.0% | $6,270+11.7% | $5,982+17.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |