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 4-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 | $75,611 | $106,515-29.0% | $96,683-21.8% | $139,434-45.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 25.72% | 38.43%-12.7pp | 35.69%-10.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,240 | $4,103-45.4% | $3,737-40.1% | $4,751-52.8% |
| Participant deferral / active EE | $9,000 | $5,454+65.0% | $4,878+84.5% | $6,710+34.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |