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 9-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 | $32,888 | $228,332-85.6% | $185,823-82.3% | $158,922-79.3% |
| Participation rate | 53.8% | 82.3%-28.5pp | 78.0%-24.2pp | 82.0%-28.1pp |
| Annual return | 26.48% | 40.80%-14.3pp | 35.95%-9.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,316 | $4,967-73.5% | $4,087-67.8% | $4,761-72.4% |
| Participant deferral / active EE | $4,724 | $6,415-26.3% | $5,632-16.1% | $5,982-21.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |