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 | $47,785 | $121,625-60.7% | $104,607-54.3% | $158,922-69.9% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 7.68% | 465.26%-457.6pp | 340.46%-332.8pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,002 | $3,163-68.3% | $2,681-62.6% | $4,761-78.9% |
| Participant deferral / active EE | $3,479 | $4,177-16.7% | $3,740-7.0% | $5,982-41.8% |
| Admin fee / account holder | $194 | $7,787-97.5% | $6,473-97.0% | $11,246-98.3% |