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 7-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 | $33,179 | $133,958-75.2% | $112,228-70.4% | $134,475-75.3% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.7pp |
| Annual return | -20.21% | 47.11%-67.3pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,174 | $4,038-70.9% | $3,635-67.7% | $4,740-75.2% |
| Participant deferral / active EE | $4,237 | $5,291-19.9% | $4,728-10.4% | $6,400-33.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |