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 | $52,738 | $210,648-75.0% | $177,989-70.4% | $145,922-63.9% |
| Participation rate | 47.1% | 80.8%-33.7pp | 77.1%-30.0pp | 80.3%-33.2pp |
| Annual return | 14.45% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,276 | $4,565-50.1% | $3,949-42.4% | $4,660-51.2% |
| Participant deferral / active EE | $2,459 | $6,958-64.7% | $6,276-60.8% | $6,688-63.2% |
| Admin fee / account holder | $6 | $12,013-100.0% | $10,363-99.9% | $13,397-100.0% |