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 4-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 | $62,521 | $183,519-65.9% | $155,509-59.8% | $145,922-57.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 176.90% | 61.17%+115.7pp | 64.67%+112.2pp | 561.29%-384.4pp |
| Employer contribution / active EE | $1,055 | $5,313-80.1% | $4,672-77.4% | $4,660-77.4% |
| Participant deferral / active EE | $4,355 | $6,462-32.6% | $5,626-22.6% | $6,688-34.9% |
| Admin fee / account holder | $140 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |