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 | $54,660 | $100,773-45.8% | $88,946-38.5% | $142,382-61.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 20.08% | 70.18%-50.1pp | 57.82%-37.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,751 | $2,918-40.0% | $2,555-31.5% | $4,299-59.3% |
| Participant deferral / active EE | $7,172 | $5,230+37.1% | $4,581+56.5% | $6,507+10.2% |
| Admin fee / account holder | $32 | $9,693-99.7% | $8,261-99.6% | $12,624-99.7% |