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 3-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 | $45,451 | $104,974-56.7% | $95,585-52.4% | $142,382-68.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 21.59% | 210.33%-188.7pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,687 | $2,779+32.7% | $2,527+45.9% | $4,299-14.2% |
| Participant deferral / active EE | $9,467 | $4,352+117.5% | $4,023+135.3% | $6,507+45.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |