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 | $48,555 | $104,974-53.7% | $95,585-49.2% | $142,382-65.9% |
| Participation rate | 43.8% | 75.0%-31.2pp | 72.1%-28.3pp | 80.1%-36.4pp |
| Annual return | 23.16% | 210.33%-187.2pp | 38.56%-15.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,702 | $2,779-38.7% | $2,527-32.6% | $4,299-60.4% |
| Participant deferral / active EE | $3,889 | $4,352-10.6% | $4,023-3.3% | $6,507-40.2% |
| Admin fee / account holder | $23 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |