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 | $52,410 | $183,519-71.4% | $155,509-66.3% | $145,922-64.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 67.86% | 61.17%+6.7pp | 64.67%+3.2pp | 561.29%-493.4pp |
| Employer contribution / active EE | $1,245 | $5,313-76.6% | $4,672-73.4% | $4,660-73.3% |
| Participant deferral / active EE | $10,298 | $6,462+59.4% | $5,626+83.0% | $6,688+54.0% |
| Admin fee / account holder | $256 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |