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 6-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 | $69,154 | $172,478-59.9% | $145,661-52.5% | $142,382-51.4% |
| Participation rate | 45.5% | 80.1%-34.6pp | 77.2%-31.8pp | 80.1%-34.7pp |
| Annual return | 15.24% | 151.09%-135.9pp | 101.46%-86.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,254 | $4,899-54.0% | $4,238-46.8% | $4,299-47.6% |
| Participant deferral / active EE | $3,270 | $8,348-60.8% | $7,198-54.6% | $6,507-49.8% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |