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 6-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 | $40,944 | $49,227-16.8% | $70,449-41.9% | $79,858-48.7% |
| Participation rate | 59.5% | 69.2%-9.7pp | 75.1%-15.6pp | 69.6%-10.2pp |
| Annual return | 20610.23% | 30.06%+20580.2pp | 109.03%+20501.2pp | 31.71%+20578.5pp |
| Employer contribution / active EE | $1,460 | $2,099-30.4% | $2,737-46.6% | $2,471-40.9% |
| Participant deferral / active EE | $7,688 | $2,768+177.8% | $3,709+107.3% | $3,740+105.6% |
| Admin fee / account holder | $22 | $2,878-99.2% | $3,845-99.4% | $5,306-99.6% |