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 6-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 | $58,892 | $104,974-43.9% | $95,585-38.4% | $142,382-58.6% |
| Participation rate | 52.2% | 75.0%-22.8pp | 72.1%-19.9pp | 80.1%-27.9pp |
| Annual return | 17.90% | 210.33%-192.4pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,661 | $2,779-40.2% | $2,527-34.3% | $4,299-61.4% |
| Participant deferral / active EE | $3,540 | $4,352-18.6% | $4,023-12.0% | $6,507-45.6% |
| Admin fee / account holder | $26 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |