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 | $24,176 | $157,256-84.6% | $141,162-82.9% | $152,861-84.2% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 36.07% | 64.32%-28.3pp | 71.39%-35.3pp | 345.32%-309.2pp |
| Employer contribution / active EE | $1,986 | $5,261-62.3% | $4,735-58.1% | $4,762-58.3% |
| Participant deferral / active EE | $7,130 | $7,109+0.3% | $6,709+6.3% | $5,850+21.9% |
| Admin fee / account holder | $110 | $12,120-99.1% | $10,261-98.9% | $11,596-99.1% |