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 6-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 | $59,696 | $99,877-40.2% | $84,966-29.7% | $145,922-59.1% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 14.44% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,070 | $3,231-5.0% | $2,727+12.6% | $4,660-34.1% |
| Participant deferral / active EE | $8,390 | $5,291+58.6% | $4,519+85.6% | $6,688+25.4% |
| Admin fee / account holder | $98 | $7,248-98.6% | $6,149-98.4% | $13,397-99.3% |