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 | $39,021 | $157,256-75.2% | $141,162-72.4% | $152,861-74.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 35.81% | 64.32%-28.5pp | 71.39%-35.6pp | 345.32%-309.5pp |
| Employer contribution / active EE | $3,850 | $5,261-26.8% | $4,735-18.7% | $4,762-19.2% |
| Participant deferral / active EE | $9,308 | $7,109+30.9% | $6,709+38.7% | $5,850+59.1% |
| Admin fee / account holder | $124 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |