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 | $89,992 | $106,584-15.6% | $101,326-11.2% | $142,382-36.8% |
| Participation rate | 30.0% | 82.7%-52.7pp | 81.5%-51.5pp | 80.1%-50.1pp |
| Annual return | 14.40% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $648 | $3,956-83.6% | $3,665-82.3% | $4,299-84.9% |
| Participant deferral / active EE | $2,640 | $8,297-68.2% | $7,994-67.0% | $6,507-59.4% |
| Admin fee / account holder | $40 | $11,446-99.7% | $11,185-99.6% | $12,624-99.7% |