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 | $39,519 | $99,877-60.4% | $84,966-53.5% | $145,922-72.9% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.8pp | 80.3%-38.6pp |
| Annual return | 9.72% | 83.76%-74.0pp | 66.38%-56.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $965 | $3,231-70.1% | $2,727-64.6% | $4,660-79.3% |
| Participant deferral / active EE | $5,812 | $5,291+9.9% | $4,519+28.6% | $6,688-13.1% |
| Admin fee / account holder | $214 | $7,248-97.0% | $6,149-96.5% | $13,397-98.4% |