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 | $66,526 | $48,795+36.3% | $65,493+1.6% | $84,808-21.6% |
| Participation rate | 18.0% | 67.0%-49.0pp | 73.1%-55.1pp | 68.3%-50.3pp |
| Annual return | 33.89% | 20.20%+13.7pp | 982.45%-948.6pp | 40.90%-7.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,578 | $2,928-46.1% | $3,961-60.2% | $4,212-62.5% |
| Admin fee / account holder | $13 | $3,877-99.7% | $5,028-99.7% | $7,344-99.8% |