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 | $54,885 | $104,974-47.7% | $95,585-42.6% | $142,382-61.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 16.12% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $721 | $2,779-74.1% | $2,527-71.5% | $4,299-83.2% |
| Participant deferral / active EE | $1,081 | $4,352-75.2% | $4,023-73.1% | $6,507-83.4% |
| Admin fee / account holder | $209 | $6,386-96.7% | $6,127-96.6% | $12,624-98.3% |