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 8-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 | $61,476 | $106,515-42.3% | $96,683-36.4% | $139,434-55.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 12.17% | 38.43%-26.3pp | 35.69%-23.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,800 | $4,103-56.1% | $3,737-51.8% | $4,751-62.1% |
| Participant deferral / active EE | $2,443 | $5,454-55.2% | $4,878-49.9% | $6,710-63.6% |
| Admin fee / account holder | $232 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |