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 9-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 | $49,233 | $115,882-57.5% | $100,516-51.0% | $158,922-69.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 87.48% | 34.79%+52.7pp | 30.89%+56.6pp | 302.83%-215.3pp |
| Employer contribution / active EE | $2,424 | $4,103-40.9% | $3,418-29.1% | $4,761-49.1% |
| Participant deferral / active EE | $4,439 | $6,674-33.5% | $6,270-29.2% | $5,982-25.8% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |