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 | $88,572 | $159,602-44.5% | $150,045-41.0% | $142,382-37.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 22.29% | 70.24%-47.9pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,909 | $4,961-61.5% | $4,693-59.3% | $4,299-55.6% |
| Participant deferral / active EE | $3,405 | $8,310-59.0% | $7,997-57.4% | $6,507-47.7% |
| Admin fee / account holder | $25 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |