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 8-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 | $70,516 | $110,257-36.0% | $96,544-27.0% | $139,434-49.4% |
| Participation rate | 53.3% | 78.1%-24.8pp | 76.0%-22.6pp | 80.3%-27.0pp |
| Annual return | 17.74% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,385 | $3,620-61.7% | $2,965-53.3% | $4,751-70.8% |
| Participant deferral / active EE | $2,817 | $5,548-49.2% | $4,851-41.9% | $6,710-58.0% |
| Admin fee / account holder | $273 | $11,591-97.6% | $8,252-96.7% | $11,403-97.6% |