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 3-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 | $93,854 | $214,378-56.2% | $200,582-53.2% | $142,382-34.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 21.03% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,702 | $6,841-45.9% | $6,419-42.3% | $4,299-13.9% |
| Participant deferral / active EE | $9,255 | $9,865-6.2% | $9,331-0.8% | $6,507+42.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |