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 | $57,053 | $177,572-67.9% | $154,803-63.1% | $142,382-59.9% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 23.57% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,156 | $4,810-76.0% | $4,305-73.1% | $4,299-73.1% |
| Participant deferral / active EE | $5,213 | $6,272-16.9% | $5,540-5.9% | $6,507-19.9% |
| Admin fee / account holder | $9 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |