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 9-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 | $49,809 | $30,400+63.8% | $53,898-7.6% | $84,808-41.3% |
| Participation rate | 24.6% | 46.4%-21.9pp | 55.0%-30.4pp | 68.3%-43.7pp |
| Annual return | 18.21% | 500.19%-482.0pp | 528.60%-510.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $666 | $603+10.5% | $932-28.5% | $2,631-74.7% |
| Participant deferral / active EE | $1,682 | $1,199+40.4% | $1,826-7.9% | $4,212-60.1% |
| Admin fee / account holder | $204 | $1,993-89.8% | $2,491-91.8% | $7,344-97.2% |