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 | $63,238 | $158,398-60.1% | $126,539-50.0% | $142,382-55.6% |
| Participation rate | 44.4% | 75.8%-31.4pp | 69.8%-25.4pp | 80.1%-35.7pp |
| Annual return | 16.93% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $327 | $4,650-93.0% | $3,674-91.1% | $4,299-92.4% |
| Participant deferral / active EE | $13,270 | $4,767+178.4% | $4,083+225.0% | $6,507+103.9% |
| Admin fee / account holder | $250 | $6,918-96.4% | $6,065-95.9% | $12,624-98.0% |