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 | $114,302 | $177,572-35.6% | $154,803-26.2% | $142,382-19.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 20.33% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,621 | $4,810-66.3% | $4,305-62.4% | $4,299-62.3% |
| Participant deferral / active EE | $1,878 | $6,272-70.1% | $5,540-66.1% | $6,507-71.1% |
| Admin fee / account holder | $75 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |