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 | $41,382 | $60,124-31.2% | $90,404-54.2% | $79,858-48.2% |
| Participation rate | 61.8% | 65.0%-3.2pp | 72.7%-10.9pp | 69.6%-7.8pp |
| Annual return | 17.51% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,286 | $2,068-37.8% | $3,262-60.6% | $2,471-47.9% |
| Participant deferral / active EE | $3,243 | $2,938+10.4% | $3,963-18.2% | $3,740-13.3% |
| Admin fee / account holder | $276 | $3,976-93.1% | $5,611-95.1% | $5,306-94.8% |