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 | $55,914 | $202,432-72.4% | $169,368-67.0% | $139,434-59.9% |
| Participation rate | 41.7% | 81.1%-39.4pp | 77.1%-35.5pp | 80.3%-38.7pp |
| Annual return | 18.97% | 531.74%-512.8pp | 405.60%-386.6pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,086 | $4,692-55.5% | $4,013-48.0% | $4,751-56.1% |
| Participant deferral / active EE | $2,955 | $6,938-57.4% | $6,221-52.5% | $6,710-56.0% |
| Admin fee / account holder | $30 | $10,708-99.7% | $9,003-99.7% | $11,403-99.7% |