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 | $33,098 | $226,064-85.4% | $182,532-81.9% | $152,861-78.3% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | 50.36% | 192.51%-142.1pp | 148.54%-98.2pp | 345.32%-295.0pp |
| Employer contribution / active EE | $864 | $4,978-82.6% | $4,076-78.8% | $4,762-81.9% |
| Participant deferral / active EE | $7,560 | $6,368+18.7% | $5,524+36.9% | $5,850+29.2% |
| Admin fee / account holder | $88 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |