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 | $49,398 | $102,317-51.7% | $146,958-66.4% | $80,856-38.9% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.2%-35.6pp | 67.6%-21.1pp |
| Annual return | 13.27% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,550 | $3,713-58.3% | $4,933-68.6% | $2,755-43.8% |
| Participant deferral / active EE | $2,736 | $6,644-58.8% | $8,070-66.1% | $4,296-36.3% |
| Admin fee / account holder | $175 | $7,941-97.8% | $12,998-98.7% | $6,918-97.5% |