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 4-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 | $57,350 | $179,726-68.1% | $156,263-63.3% | $142,382-59.7% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 12.26% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,359 | $5,069-53.5% | $4,333-45.6% | $4,299-45.1% |
| Participant deferral / active EE | $7,714 | $6,956+10.9% | $6,158+25.3% | $6,507+18.5% |
| Admin fee / account holder | $290 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |