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 | $40,826 | $154,117-73.5% | $129,995-68.6% | $139,434-70.7% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 20.92% | 32.48%-11.6pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,309 | $5,289-75.3% | $4,320-69.7% | $4,751-72.5% |
| Participant deferral / active EE | $2,088 | $6,710-68.9% | $5,820-64.1% | $6,710-68.9% |
| Admin fee / account holder | $30 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |