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 7-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 | $73,368 | $158,398-53.7% | $126,539-42.0% | $142,382-48.5% |
| Participation rate | 34.8% | 75.8%-41.0pp | 69.8%-35.0pp | 80.1%-45.3pp |
| Annual return | 23.16% | 593.76%-570.6pp | 425.95%-402.8pp | 217.08%-193.9pp |
| Employer contribution / active EE | $493 | $4,650-89.4% | $3,674-86.6% | $4,299-88.5% |
| Participant deferral / active EE | $3,404 | $4,767-28.6% | $4,083-16.6% | $6,507-47.7% |
| Admin fee / account holder | $1 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |