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 8-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 | $44,992 | $159,602-71.8% | $150,045-70.0% | $142,382-68.4% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 102.53% | 70.24%+32.3pp | 62.55%+40.0pp | 217.08%-114.5pp |
| Employer contribution / active EE | $1,635 | $4,961-67.0% | $4,693-65.2% | $4,299-62.0% |
| Participant deferral / active EE | $5,370 | $8,310-35.4% | $7,997-32.9% | $6,507-17.5% |
| Admin fee / account holder | $1 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |