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 7-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 | $51,733 | $86,929-40.5% | $102,423-49.5% | $80,856-36.0% |
| Participation rate | 35.7% | 72.4%-36.7pp | 76.5%-40.8pp | 67.6%-31.9pp |
| Annual return | 14.80% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,823 | $4,118-31.5% | $5,053-44.1% | $4,296-34.3% |
| Admin fee / account holder | $226 | $8,049-97.2% | $9,451-97.6% | $6,918-96.7% |