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 | $32,114 | $228,332-85.9% | $185,823-82.7% | $158,922-79.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 24.00% | 40.80%-16.8pp | 35.95%-12.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,788 | $4,967-43.9% | $4,087-31.8% | $4,761-41.4% |
| Participant deferral / active EE | $4,647 | $6,415-27.6% | $5,632-17.5% | $5,982-22.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |