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 4-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 | $78,033 | $109,881-29.0% | $150,045-48.0% | $84,808-8.0% |
| Participation rate | 13.3% | 76.1%-62.8pp | 82.3%-69.0pp | 68.3%-55.0pp |
| Annual return | 86.39% | 28.25%+58.1pp | 62.55%+23.8pp | 40.90%+45.5pp |
| Employer contribution / active EE | $1,658 | $3,561-53.5% | $4,693-64.7% | $2,631-37.0% |
| Participant deferral / active EE | $3,166 | $6,636-52.3% | $7,997-60.4% | $4,212-24.8% |
| Admin fee / account holder | $71 | $8,568-99.2% | $13,435-99.5% | $7,344-99.0% |