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 9-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 | $46,587 | $65,561-28.9% | $86,188-45.9% | $75,163-38.0% |
| Participation rate | 42.4% | 60.5%-18.1pp | 69.0%-26.5pp | 67.2%-24.8pp |
| Annual return | 17.16% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,543 | $1,553-0.6% | $2,380-35.2% | $2,670-42.2% |
| Participant deferral / active EE | $2,940 | $3,024-2.8% | $3,985-26.2% | $4,125-28.7% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |