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 4-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 | $14,553 | $85,022-82.9% | $70,515-79.4% | $139,434-89.6% |
| Participation rate | 44.4% | 73.9%-29.5pp | 68.3%-23.9pp | 80.3%-35.9pp |
| Annual return | 32.73% | 30.38%+2.3pp | 32.77%0pp | 372.94%-340.2pp |
| Employer contribution / active EE | $1,391 | $3,909-64.4% | $2,973-53.2% | $4,751-70.7% |
| Participant deferral / active EE | $2,458 | $5,890-58.3% | $4,567-46.2% | $6,710-63.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |