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 | $46,945 | $80,717-41.8% | $154,803-69.7% | $84,808-44.6% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 17.68% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,502 | $2,761-45.6% | $4,305-65.1% | $2,631-42.9% |
| Participant deferral / active EE | $1,689 | $3,303-48.9% | $5,540-69.5% | $4,212-59.9% |
| Admin fee / account holder | $18 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |