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 | $43,710 | $106,890-59.1% | $84,015-48.0% | $152,861-71.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 24.09% | 104.99%-80.9pp | 71.31%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,480 | $2,734-9.3% | $1,983+25.0% | $4,762-47.9% |
| Participant deferral / active EE | $3,323 | $4,011-17.2% | $3,239+2.6% | $5,850-43.2% |
| Admin fee / account holder | $42 | $8,285-99.5% | $6,101-99.3% | $11,596-99.6% |