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 6-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 | $66,373 | $74,888-11.4% | $71,209-6.8% | $142,382-53.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 22.60% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,115 | $2,854-60.9% | $2,721-59.0% | $4,299-74.1% |
| Participant deferral / active EE | $6,257 | $4,454+40.5% | $4,175+49.9% | $6,507-3.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |