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 | $59,279 | $108,919-45.6% | $100,391-41.0% | $145,922-59.4% |
| Participation rate | 57.1% | 82.9%-25.8pp | 81.5%-24.3pp | 80.3%-23.1pp |
| Annual return | 22.03% | 57.88%-35.9pp | 49.20%-27.2pp | 561.29%-539.3pp |
| Employer contribution / active EE | $3,217 | $4,419-27.2% | $3,942-18.4% | $4,660-31.0% |
| Participant deferral / active EE | $5,184 | $8,445-38.6% | $8,082-35.9% | $6,688-22.5% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |