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 | $34,896 | $157,256-77.8% | $141,162-75.3% | $152,861-77.2% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.4%-62.4pp |
| Annual return | 33.43% | 64.32%-30.9pp | 71.39%-38.0pp | 345.32%-311.9pp |
| Employer contribution / active EE | $1,640 | $5,261-68.8% | $4,735-65.4% | $4,762-65.6% |
| Participant deferral / active EE | $4,070 | $7,109-42.8% | $6,709-39.3% | $5,850-30.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |