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 | $54,279 | $95,266-43.0% | $82,389-34.1% | $142,382-61.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 21.54% | 25.74%-4.2pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,577 | $4,809-46.4% | $4,155-38.0% | $6,507-60.4% |
| Admin fee / account holder | $213 | $8,563-97.5% | $7,231-97.1% | $12,624-98.3% |