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 | $26,398 | $202,432-87.0% | $169,368-84.4% | $139,434-81.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 39.31% | 531.74%-492.4pp | 405.60%-366.3pp | 372.94%-333.6pp |
| Employer contribution / active EE | $1,007 | $4,692-78.5% | $4,013-74.9% | $4,751-78.8% |
| Participant deferral / active EE | $8,663 | $6,938+24.9% | $6,221+39.2% | $6,710+29.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |