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 8-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 | $72,295 | $85,790-15.7% | $67,313+7.4% | $135,375-46.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 7.59% | -0.54%+8.1pp | -4.08%+11.7pp | 519.73%-512.1pp |
| Employer contribution / active EE | $755 | $3,487-78.4% | $2,566-70.6% | $4,779-84.2% |
| Participant deferral / active EE | $1,900 | $4,651-59.1% | $3,568-46.7% | $5,609-66.1% |
| Admin fee / account holder | $14 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |