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 | $18,913 | $57,016-66.8% | $84,966-77.7% | $80,856-76.6% |
| Participation rate | 54.5% | 56.3%-1.8pp | 67.5%-13.0pp | 67.6%-13.1pp |
| Annual return | 124.21% | 21.66%+102.6pp | 66.38%+57.8pp | 35.59%+88.6pp |
| Employer contribution / active EE | $1,390 | $1,798-22.6% | $2,727-49.0% | $2,755-49.5% |
| Participant deferral / active EE | $3,825 | $3,110+23.0% | $4,519-15.4% | $4,296-11.0% |
| Admin fee / account holder | $45 | $4,980-99.1% | $6,149-99.3% | $6,918-99.4% |