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 8-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 | $89,213 | $105,181-15.2% | $159,436-44.0% | $85,850+3.9% |
| Participation rate | 31.7% | 75.8%-44.1pp | 82.8%-51.1pp | 69.3%-37.6pp |
| Annual return | 13.62% | 45.07%-31.5pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,907 | $5,945-34.3% | $7,352-46.9% | $3,952-1.1% |
| Admin fee / account holder | $9 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |