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 | $51,347 | $100,773-49.0% | $88,946-42.3% | $142,382-63.9% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 26.56% | 70.18%-43.6pp | 57.82%-31.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,236 | $2,918-23.4% | $2,555-12.5% | $4,299-48.0% |
| Participant deferral / active EE | $11,171 | $5,230+113.6% | $4,581+143.8% | $6,507+71.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |