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 8-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 | $33,963 | $108,642-68.7% | $74,701-54.5% | $152,861-77.8% |
| Participation rate | 31.3% | 65.3%-34.1pp | 54.5%-23.2pp | 82.4%-51.2pp |
| Annual return | 26.55% | 114.06%-87.5pp | 752.92%-726.4pp | 345.32%-318.8pp |
| Employer contribution / active EE | $719 | $1,503-52.2% | $1,084-33.7% | $4,762-84.9% |
| Participant deferral / active EE | $2,636 | $2,712-2.8% | $1,964+34.3% | $5,850-54.9% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |