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 | $29,346 | $107,334-72.7% | $92,893-68.4% | $152,861-80.8% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.4%-13.7pp |
| Annual return | 42.26% | 145.58%-103.3pp | 109.41%-67.2pp | 345.32%-303.1pp |
| Employer contribution / active EE | $2,390 | $4,221-43.4% | $3,653-34.6% | $4,762-49.8% |
| Participant deferral / active EE | $3,197 | $4,845-34.0% | $4,236-24.5% | $5,850-45.4% |
| Admin fee / account holder | $56 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |