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 6-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 | $28,436 | $159,901-82.2% | $146,958-80.6% | $145,922-80.5% |
| Participation rate | 54.2% | 84.0%-29.8pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 35.05% | 98.13%-63.1pp | 418.34%-383.3pp | 561.29%-526.2pp |
| Employer contribution / active EE | $1,727 | $5,286-67.3% | $4,933-65.0% | $4,660-62.9% |
| Participant deferral / active EE | $3,071 | $8,428-63.6% | $8,070-61.9% | $6,688-54.1% |
| Admin fee / account holder | $229 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |