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 | $61,963 | $85,022-27.1% | $70,515-12.1% | $139,434-55.6% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 29.24% | 30.38%-1.1pp | 32.77%-3.5pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,320 | $3,909-66.2% | $2,973-55.6% | $4,751-72.2% |
| Participant deferral / active EE | $4,710 | $5,890-20.0% | $4,567+3.1% | $6,710-29.8% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |