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 7-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 | $48,391 | $165,984-70.8% | $164,813-70.6% | $145,922-66.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.12% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,290 | $5,273-75.5% | $4,341-70.3% | $4,660-72.3% |
| Participant deferral / active EE | $4,716 | $6,959-32.2% | $6,031-21.8% | $6,688-29.5% |
| Admin fee / account holder | $21 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |