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 6-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 | $64,027 | $124,319-48.5% | $111,297-42.5% | $167,490-61.8% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 15.35% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,191 | $3,435-36.2% | $2,731-19.8% | $4,837-54.7% |
| Participant deferral / active EE | $8,741 | $5,180+68.7% | $4,487+94.8% | $6,341+37.8% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |