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 5-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 | $74,187 | $114,381-35.1% | $107,525-31.0% | $142,382-47.9% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.1%-39.4pp | 80.1%-44.4pp |
| Annual return | 17.71% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,304 | $4,015-67.5% | $3,754-65.3% | $4,299-69.7% |
| Participant deferral / active EE | $3,568 | $5,564-35.9% | $5,116-30.2% | $6,507-45.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |