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 | $55,466 | $104,907-47.1% | $84,611-34.4% | $152,861-63.7% |
| Participation rate | 35.0% | 74.8%-39.8pp | 68.2%-33.2pp | 82.4%-47.4pp |
| Annual return | 25.62% | 373.79%-348.2pp | 258.74%-233.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $783 | $3,302-76.3% | $2,652-70.5% | $4,762-83.6% |
| Participant deferral / active EE | $4,624 | $4,688-1.4% | $3,899+18.6% | $5,850-21.0% |
| Admin fee / account holder | $277 | $6,241-95.6% | $4,912-94.4% | $11,596-97.6% |