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 3-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 | $43,565 | $100,773-56.8% | $88,946-51.0% | $142,382-69.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 21.34% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,675 | $2,918-42.6% | $2,555-34.5% | $4,299-61.0% |
| Participant deferral / active EE | $5,119 | $5,230-2.1% | $4,581+11.7% | $6,507-21.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |