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 | $50,209 | $111,724-55.1% | $93,606-46.4% | $145,922-65.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 15.46% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $757 | $3,090-75.5% | $2,420-68.7% | $4,660-83.8% |
| Participant deferral / active EE | $3,414 | $4,912-30.5% | $4,411-22.6% | $6,688-49.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |