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 7-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 | $58,084 | $104,974-44.7% | $95,585-39.2% | $142,382-59.2% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.1%-40.3pp | 80.1%-48.3pp |
| Annual return | 21.06% | 210.33%-189.3pp | 38.56%-17.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $688 | $2,779-75.2% | $2,527-72.8% | $4,299-84.0% |
| Participant deferral / active EE | $911 | $4,352-79.1% | $4,023-77.4% | $6,507-86.0% |
| Admin fee / account holder | $225 | $6,386-96.5% | $6,127-96.3% | $12,624-98.2% |