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 | $54,143 | $65,561-17.4% | $86,188-37.2% | $75,163-28.0% |
| Participation rate | 36.4% | 60.5%-24.1pp | 69.0%-32.6pp | 67.2%-30.8pp |
| Annual return | 20.62% | 46.05%-25.4pp | 1168.45%-1147.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,243 | $1,553+44.5% | $2,380-5.7% | $2,670-16.0% |
| Participant deferral / active EE | $4,887 | $3,024+61.6% | $3,985+22.6% | $4,125+18.5% |
| Admin fee / account holder | $208 | $5,474-96.2% | $6,852-97.0% | $5,651-96.3% |