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 | $20,630 | $65,409-68.5% | $98,442-79.0% | $85,850-76.0% |
| Participation rate | 63.0% | 65.0%-2.0pp | 73.3%-10.4pp | 69.3%-6.4pp |
| Annual return | 20.38% | 21.76%-1.4pp | 1492.73%-1472.3pp | 318.53%-298.2pp |
| Employer contribution / active EE | $1,420 | $2,168-34.5% | $2,960-52.0% | $2,565-44.6% |
| Participant deferral / active EE | $4,601 | $3,166+45.3% | $4,276+7.6% | $3,952+16.4% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |