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 6-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 | $78,665 | $81,248-3.2% | $155,509-49.4% | $80,856-2.7% |
| Participation rate | 21.4% | 66.2%-44.8pp | 78.2%-56.8pp | 67.6%-46.2pp |
| Annual return | 25.20% | 33.31%-8.1pp | 64.67%-39.5pp | 35.59%-10.4pp |
| Employer contribution / active EE | $767 | $3,100-75.3% | $4,672-83.6% | $2,755-72.2% |
| Participant deferral / active EE | $2,180 | $3,452-36.9% | $5,626-61.3% | $4,296-49.3% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |