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 | $32,198 | $159,901-79.9% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 11.37% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,298 | $5,286-75.4% | $4,933-73.7% | $4,660-72.1% |
| Participant deferral / active EE | $3,169 | $8,428-62.4% | $8,070-60.7% | $6,688-52.6% |
| Admin fee / account holder | $282 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |