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 6-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 | $60,460 | $177,572-66.0% | $154,803-60.9% | $142,382-57.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 20.37% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,643 | $4,810-65.9% | $4,305-61.8% | $4,299-61.8% |
| Participant deferral / active EE | $3,633 | $6,272-42.1% | $5,540-34.4% | $6,507-44.2% |
| Admin fee / account holder | $276 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |