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 | $37,099 | $34,308+8.1% | $74,701-50.3% | $72,985-49.2% |
| Participation rate | 12.0% | 42.4%-30.4pp | 54.5%-42.5pp | 69.5%-57.5pp |
| Annual return | 33.17% | 26.58%+6.6pp | 752.92%-719.8pp | 81.00%-47.8pp |
| Employer contribution / active EE | $147 | $692-78.7% | $1,084-86.4% | $2,440-94.0% |
| Participant deferral / active EE | $2,099 | $1,271+65.1% | $1,964+6.9% | $3,607-41.8% |
| Admin fee / account holder | $114 | $2,124-94.6% | $3,333-96.6% | $5,124-97.8% |