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 7-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 | $39,596 | $165,335-76.1% | $149,696-73.5% | $158,922-75.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 31.70% | 348.15%-316.4pp | 276.60%-244.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $1,684 | $5,103-67.0% | $4,644-63.7% | $4,761-64.6% |
| Participant deferral / active EE | $8,704 | $7,181+21.2% | $6,842+27.2% | $5,982+45.5% |
| Admin fee / account holder | $115 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |