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 7-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 | $63,054 | $109,817-42.6% | $98,442-35.9% | $167,490-62.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 16.87% | 1956.69%-1939.8pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,316 | $3,224-59.2% | $2,960-55.5% | $4,837-72.8% |
| Participant deferral / active EE | $1,316 | $4,673-71.8% | $4,276-69.2% | $6,341-79.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |