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 6-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 | $46,623 | $210,648-77.9% | $177,989-73.8% | $145,922-68.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.40% | 385.86%-374.5pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,000 | $4,565-56.2% | $3,949-49.4% | $4,660-57.1% |
| Participant deferral / active EE | $6,907 | $6,958-0.7% | $6,276+10.1% | $6,688+3.3% |
| Admin fee / account holder | $7 | $12,013-99.9% | $10,363-99.9% | $13,397-100.0% |