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 | $29,404 | $115,882-74.6% | $100,516-70.7% | $158,922-81.5% |
| Participation rate | 63.6% | 81.6%-17.9pp | 79.4%-15.8pp | 82.0%-18.3pp |
| Annual return | 23.73% | 34.79%-11.1pp | 30.89%-7.2pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,331 | $4,103-43.2% | $3,418-31.8% | $4,761-51.0% |
| Participant deferral / active EE | $6,105 | $6,674-8.5% | $6,270-2.6% | $5,982+2.1% |
| Admin fee / account holder | $222 | $10,995-98.0% | $8,081-97.2% | $11,246-98.0% |