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 7-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 | $48,079 | $109,327-56.0% | $89,391-46.2% | $158,922-69.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 40.26% | 345.68%-305.4pp | 245.62%-205.4pp | 302.83%-262.6pp |
| Employer contribution / active EE | $2,340 | $3,170-26.2% | $2,586-9.5% | $4,761-50.9% |
| Participant deferral / active EE | $11,375 | $4,598+147.4% | $3,890+192.4% | $5,982+90.1% |
| Admin fee / account holder | $124 | $6,153-98.0% | $4,881-97.5% | $11,246-98.9% |