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 | $42,637 | $60,124-29.1% | $90,404-52.8% | $79,858-46.6% |
| Participation rate | 25.9% | 65.0%-39.1pp | 72.7%-46.8pp | 69.6%-43.7pp |
| Annual return | 24.80% | 71.94%-47.1pp | 1293.02%-1268.2pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,180 | $2,068-42.9% | $3,262-63.8% | $2,471-52.2% |
| Participant deferral / active EE | $2,851 | $2,938-3.0% | $3,963-28.1% | $3,740-23.8% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |