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 | $65,067 | $80,717-19.4% | $154,803-58.0% | $84,808-23.3% |
| Participation rate | 43.8% | 66.8%-23.1pp | 78.1%-34.3pp | 68.3%-24.6pp |
| Annual return | 17.06% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $871 | $2,761-68.5% | $4,305-79.8% | $2,631-66.9% |
| Participant deferral / active EE | $2,745 | $3,303-16.9% | $5,540-50.5% | $4,212-34.8% |
| Admin fee / account holder | $11 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |