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 | $50,698 | $71,050-28.6% | $93,606-45.8% | $80,856-37.3% |
| Participation rate | 39.0% | 60.4%-21.4pp | 68.7%-29.7pp | 67.6%-28.6pp |
| Annual return | 22.99% | 11.26%+11.7pp | 133.20%-110.2pp | 35.59%-12.6pp |
| Employer contribution / active EE | $3,869 | $1,564+147.4% | $2,420+59.9% | $2,755+40.4% |
| Participant deferral / active EE | $1,886 | $4,034-53.2% | $4,411-57.2% | $4,296-56.1% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |