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 9-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 | $48,778 | $107,934-54.8% | $91,989-47.0% | $152,861-68.1% |
| Participation rate | 37.5% | 81.2%-43.7pp | 78.6%-41.1pp | 82.4%-44.9pp |
| Annual return | 29.03% | 89.24%-60.2pp | 69.02%-40.0pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,510 | $4,210-40.4% | $3,452-27.3% | $4,762-47.3% |
| Participant deferral / active EE | $6,009 | $6,364-5.6% | $5,923+1.5% | $5,850+2.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |