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 | $39,653 | $74,888-47.1% | $71,209-44.3% | $142,382-72.2% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.1%-27.5pp |
| Annual return | 35.60% | 345.14%-309.5pp | 282.51%-246.9pp | 217.08%-181.5pp |
| Employer contribution / active EE | $3,707 | $2,854+29.9% | $2,721+36.2% | $4,299-13.8% |
| Participant deferral / active EE | $3,848 | $4,454-13.6% | $4,175-7.8% | $6,507-40.9% |
| Admin fee / account holder | $142 | $5,568-97.5% | $5,349-97.3% | $12,624-98.9% |