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 | $108,587 | $159,901-32.1% | $146,958-26.1% | $145,922-25.6% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 11.49% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,467 | $5,286-72.2% | $4,933-70.3% | $4,660-68.5% |
| Participant deferral / active EE | $5,221 | $8,428-38.1% | $8,070-35.3% | $6,688-21.9% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |