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 | $20,391 | $108,642-81.2% | $74,701-72.7% | $152,861-86.7% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 46.61% | 114.06%-67.5pp | 752.92%-706.3pp | 345.32%-298.7pp |
| Employer contribution / active EE | $571 | $1,503-62.0% | $1,084-47.3% | $4,762-88.0% |
| Participant deferral / active EE | $3,563 | $2,712+31.4% | $1,964+81.5% | $5,850-39.1% |
| Admin fee / account holder | $63 | $4,902-98.7% | $3,333-98.1% | $11,596-99.5% |