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 | $63,502 | $109,881-42.2% | $150,045-57.7% | $84,808-25.1% |
| Participation rate | 58.8% | 76.1%-17.3pp | 82.3%-23.5pp | 68.3%-9.5pp |
| Annual return | 20.85% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,116 | $6,636+82.6% | $7,997+51.5% | $4,212+187.7% |
| Admin fee / account holder | $215 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |