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 | $20,609 | $115,770-82.2% | $101,248-79.6% | $158,922-87.0% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 25.30% | 56.14%-30.8pp | 46.47%-21.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,016 | $4,175-51.7% | $3,660-44.9% | $4,761-57.7% |
| Participant deferral / active EE | $3,173 | $4,957-36.0% | $4,370-27.4% | $5,982-47.0% |
| Admin fee / account holder | $40 | $7,245-99.5% | $5,945-99.3% | $11,246-99.6% |