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 9-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 | $69,765 | $100,852-30.8% | $90,404-22.8% | $158,922-56.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 20.26% | 1724.20%-1703.9pp | 1293.02%-1272.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,251 | $3,689-66.1% | $3,262-61.6% | $4,761-73.7% |
| Participant deferral / active EE | $2,599 | $4,348-40.2% | $3,963-34.4% | $5,982-56.6% |
| Admin fee / account holder | $52 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |