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 | $72,111 | $210,648-65.8% | $177,989-59.5% | $145,922-50.6% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.6pp | 80.3%-35.8pp |
| Annual return | 20.51% | 385.86%-365.3pp | 294.48%-274.0pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,766 | $4,565-61.3% | $3,949-55.3% | $4,660-62.1% |
| Participant deferral / active EE | $8,350 | $6,958+20.0% | $6,276+33.0% | $6,688+24.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |