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 | $40,782 | $159,901-74.5% | $146,958-72.2% | $145,922-72.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 22.92% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,903 | $5,286-45.1% | $4,933-41.2% | $4,660-37.7% |
| Participant deferral / active EE | $5,893 | $8,428-30.1% | $8,070-27.0% | $6,688-11.9% |
| Admin fee / account holder | $158 | $15,044-99.0% | $12,998-98.8% | $13,397-98.8% |