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 | $133,798 | $163,101-18.0% | $136,749-2.2% | $142,382-6.0% |
| Participation rate | 36.4% | 78.2%-41.9pp | 72.1%-35.8pp | 80.1%-43.8pp |
| Annual return | 19.80% | 27.54%-7.7pp | 24.33%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $915 | $4,117-77.8% | $3,400-73.1% | $4,299-78.7% |
| Participant deferral / active EE | $4,456 | $5,585-20.2% | $4,692-5.0% | $6,507-31.5% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |