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 | $170,413 | $111,754+52.5% | $103,333+64.9% | $145,922+16.8% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 9.33% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $984 | $4,212-76.6% | $3,868-74.6% | $4,660-78.9% |
| Participant deferral / active EE | $1,898 | $5,619-66.2% | $5,057-62.5% | $6,688-71.6% |
| Admin fee / account holder | $150 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |