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 | $33,045 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 35.45% | 64.32%-28.9pp | 71.39%-35.9pp | 345.32%-309.9pp |
| Employer contribution / active EE | $1,644 | $5,261-68.7% | $4,735-65.3% | $4,762-65.5% |
| Participant deferral / active EE | $7,147 | $7,109+0.5% | $6,709+6.5% | $5,850+22.2% |
| Admin fee / account holder | $104 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |