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 | $38,437 | $121,625-68.4% | $104,607-63.3% | $158,922-75.8% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 33.35% | 465.26%-431.9pp | 340.46%-307.1pp | 302.83%-269.5pp |
| Employer contribution / active EE | $1,909 | $3,163-39.7% | $2,681-28.8% | $4,761-59.9% |
| Participant deferral / active EE | $7,278 | $4,177+74.2% | $3,740+94.6% | $5,982+21.7% |
| Admin fee / account holder | $117 | $7,787-98.5% | $6,473-98.2% | $11,246-99.0% |