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 | $52,617 | $106,890-50.8% | $84,015-37.4% | $152,861-65.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 26.96% | 104.99%-78.0pp | 71.31%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,733 | $2,734-36.6% | $1,983-12.6% | $4,762-63.6% |
| Participant deferral / active EE | $4,333 | $4,011+8.0% | $3,239+33.8% | $5,850-25.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |