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 | $31,744 | $96,484-67.1% | $75,886-58.2% | $152,861-79.2% |
| Participation rate | 57.1% | 76.2%-19.0pp | 69.3%-12.1pp | 82.4%-25.3pp |
| Annual return | 24.13% | 33.98%-9.9pp | 30.76%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $664 | $3,309-79.9% | $2,500-73.4% | $4,762-86.1% |
| Participant deferral / active EE | $4,276 | $4,553-6.1% | $3,603+18.7% | $5,850-26.9% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |