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 | $37,047 | $148,534-75.1% | $135,903-72.7% | $139,434-73.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.33% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,388 | $5,243-73.5% | $4,856-71.4% | $4,751-70.8% |
| Participant deferral / active EE | $5,492 | $8,100-32.2% | $7,758-29.2% | $6,710-18.1% |
| Admin fee / account holder | $126 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |