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 | $48,789 | $111,754-56.3% | $103,333-52.8% | $145,922-66.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 15.87% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $935 | $4,212-77.8% | $3,868-75.8% | $4,660-79.9% |
| Participant deferral / active EE | $4,032 | $5,619-28.2% | $5,057-20.3% | $6,688-39.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |