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 | $34,069 | $107,334-68.3% | $92,893-63.3% | $152,861-77.7% |
| Participation rate | 22.7% | 79.8%-57.1pp | 76.0%-53.3pp | 82.4%-59.7pp |
| Annual return | 39.51% | 145.58%-106.1pp | 109.41%-69.9pp | 345.32%-305.8pp |
| Employer contribution / active EE | $1,183 | $4,221-72.0% | $3,653-67.6% | $4,762-75.2% |
| Participant deferral / active EE | $3,212 | $4,845-33.7% | $4,236-24.2% | $5,850-45.1% |
| Admin fee / account holder | $136 | $7,079-98.1% | $5,794-97.6% | $11,596-98.8% |