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 | $54,825 | $110,502-50.4% | $80,716-32.1% | $167,490-67.3% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 8.78% | 120.54%-111.8pp | 87.28%-78.5pp | 478.56%-469.8pp |
| Employer contribution / active EE | $691 | $1,543-55.2% | $1,160-40.4% | $4,837-85.7% |
| Participant deferral / active EE | $3,535 | $2,871+23.1% | $2,146+64.7% | $6,341-44.3% |
| Admin fee / account holder | $219 | $4,545-95.2% | $3,380-93.5% | $12,309-98.2% |