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 9-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 | $51,128 | $109,327-53.2% | $89,391-42.8% | $158,922-67.8% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 25.28% | 345.68%-320.4pp | 245.62%-220.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,008 | $3,170-36.7% | $2,586-22.4% | $4,761-57.8% |
| Participant deferral / active EE | $5,486 | $4,598+19.3% | $3,890+41.0% | $5,982-8.3% |
| Admin fee / account holder | $227 | $6,153-96.3% | $4,881-95.4% | $11,246-98.0% |