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 | $44,689 | $154,117-71.0% | $129,995-65.6% | $139,434-68.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 19.76% | 32.48%-12.7pp | -137.18%+156.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,711 | $5,289-67.6% | $4,320-60.4% | $4,751-64.0% |
| Participant deferral / active EE | $2,034 | $6,710-69.7% | $5,820-65.1% | $6,710-69.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |