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 | $57,847 | $70,606-18.1% | $53,898+7.3% | $142,382-59.4% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 23.69% | 619.81%-596.1pp | 528.60%-504.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $301 | $1,202-75.0% | $932-67.7% | $4,299-93.0% |
| Participant deferral / active EE | $829 | $2,364-65.0% | $1,826-54.6% | $6,507-87.3% |
| Admin fee / account holder | $226 | $2,852-92.1% | $2,491-90.9% | $12,624-98.2% |