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 | $48,248 | $57,281-15.8% | $86,612-44.3% | $75,163-35.8% |
| Participation rate | 69.0% | 63.2%+5.8pp | 71.7%-2.7pp | 67.2%+1.8pp |
| Annual return | 19.63% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,627 | $2,314+13.5% | $3,022-13.1% | $2,670-1.6% |
| Participant deferral / active EE | $3,198 | $3,318-3.6% | $4,438-27.9% | $4,125-22.5% |
| Admin fee / account holder | $41 | $4,112-99.0% | $5,614-99.3% | $5,651-99.3% |