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 | $52,027 | $117,983-55.9% | $101,794-48.9% | $142,382-63.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 21.30% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,589 | $2,773-42.7% | $2,289-30.6% | $4,299-63.0% |
| Participant deferral / active EE | $6,250 | $4,714+32.6% | $4,084+53.0% | $6,507-4.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |