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 4-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 | $39,614 | $127,065-68.8% | $113,168-65.0% | $142,382-72.2% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 20.69% | 24.03%-3.3pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,587 | $5,716-54.8% | $5,107-49.3% | $6,507-60.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |