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 4-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 | $46,855 | $102,604-54.3% | $86,188-45.6% | $139,434-66.4% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 21.73% | 1922.51%-1900.8pp | 1168.45%-1146.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,490 | $3,032-17.9% | $2,380+4.6% | $4,751-47.6% |
| Participant deferral / active EE | $8,740 | $4,676+86.9% | $3,985+119.3% | $6,710+30.2% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |