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 | $12,053 | $70,756-83.0% | $65,493-81.6% | $142,382-91.5% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 24.53% | 1754.89%-1730.4pp | 982.45%-957.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,252 | $2,881-21.8% | $2,574-12.5% | $4,299-47.6% |
| Participant deferral / active EE | $5,051 | $4,637+8.9% | $3,961+27.5% | $6,507-22.4% |
| Admin fee / account holder | $40 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |