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 | $55,631 | $129,217-56.9% | $93,406-40.4% | $158,922-65.0% |
| Participation rate | 59.1% | 71.0%-11.9pp | 66.8%-7.7pp | 82.0%-22.9pp |
| Annual return | 28.46% | 118.21%-89.8pp | 78.05%-49.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,590 | $2,711-41.4% | $2,075-23.4% | $4,761-66.6% |
| Participant deferral / active EE | $2,341 | $3,909-40.1% | $3,126-25.1% | $5,982-60.9% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |