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 | $57,722 | $124,319-53.6% | $111,297-48.1% | $167,490-65.5% |
| Participation rate | 45.5% | 79.6%-34.2pp | 77.3%-31.9pp | 82.1%-36.7pp |
| Annual return | 22.73% | 37.44%-14.7pp | 54.65%-31.9pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,246 | $3,435-63.7% | $2,731-54.4% | $4,837-74.2% |
| Participant deferral / active EE | $3,770 | $5,180-27.2% | $4,487-16.0% | $6,341-40.6% |
| Admin fee / account holder | $121 | $10,618-98.9% | $7,964-98.5% | $12,309-99.0% |