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 10-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 | $48,045 | $179,726-73.3% | $156,263-69.3% | $142,382-66.3% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 19.22% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,017 | $5,069-60.2% | $4,333-53.4% | $4,299-53.1% |
| Participant deferral / active EE | $5,130 | $6,956-26.2% | $6,158-16.7% | $6,507-21.2% |
| Admin fee / account holder | $53 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |