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 6-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 | $44,458 | $111,724-60.2% | $93,606-52.5% | $145,922-69.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 13.11% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,123 | $3,090-63.6% | $2,420-53.6% | $4,660-75.9% |
| Participant deferral / active EE | $1,535 | $4,912-68.8% | $4,411-65.2% | $6,688-77.1% |
| Admin fee / account holder | $106 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |