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 | $58,831 | $104,974-44.0% | $95,585-38.5% | $142,382-58.7% |
| Participation rate | 54.5% | 75.0%-20.4pp | 72.1%-17.5pp | 80.1%-25.6pp |
| Annual return | 17.55% | 210.33%-192.8pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,303 | $2,779-53.1% | $2,527-48.4% | $4,299-69.7% |
| Participant deferral / active EE | $6,627 | $4,352+52.3% | $4,023+64.8% | $6,507+1.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |