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 | $63,463 | $117,983-46.2% | $101,794-37.7% | $142,382-55.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 19.07% | 36.92%-17.8pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $676 | $2,773-75.6% | $2,289-70.5% | $4,299-84.3% |
| Participant deferral / active EE | $5,417 | $4,714+14.9% | $4,084+32.6% | $6,507-16.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |