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 | $29,942 | $159,901-81.3% | $146,958-79.6% | $145,922-79.5% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.0pp | 80.3%-38.2pp |
| Annual return | 25.34% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,970 | $5,286-62.7% | $4,933-60.1% | $4,660-57.7% |
| Participant deferral / active EE | $4,718 | $8,428-44.0% | $8,070-41.5% | $6,688-29.5% |
| Admin fee / account holder | $177 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |