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 4-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 | $44,329 | $106,515-58.4% | $96,683-54.2% | $139,434-68.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 28.82% | 38.43%-9.6pp | 35.69%-6.9pp | 372.94%-344.1pp |
| Employer contribution / active EE | $2,353 | $4,103-42.6% | $3,737-37.0% | $4,751-50.5% |
| Participant deferral / active EE | $4,016 | $5,454-26.4% | $4,878-17.7% | $6,710-40.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |