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 | $51,566 | $100,773-48.8% | $88,946-42.0% | $142,382-63.8% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.8%-23.4pp | 80.1%-34.7pp |
| Annual return | 16.68% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $735 | $2,918-74.8% | $2,555-71.2% | $4,299-82.9% |
| Participant deferral / active EE | $2,370 | $5,230-54.7% | $4,581-48.3% | $6,507-63.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |