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 9-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 | $62,558 | $88,751-29.5% | $81,812-23.5% | $145,922-57.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 16.19% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,257 | $3,083-59.2% | $2,912-56.8% | $4,660-73.0% |
| Participant deferral / active EE | $2,471 | $4,643-46.8% | $4,319-42.8% | $6,688-63.1% |
| Admin fee / account holder | $218 | $8,415-97.4% | $7,386-97.0% | $13,397-98.4% |