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 5-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 | $57,907 | $159,602-63.7% | $150,045-61.4% | $142,382-59.3% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.3%-46.6pp | 80.1%-44.4pp |
| Annual return | 16.86% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,112 | $4,961-77.6% | $4,693-76.3% | $4,299-74.1% |
| Participant deferral / active EE | $3,021 | $8,310-63.6% | $7,997-62.2% | $6,507-53.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |