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 | $74,944 | $114,381-34.5% | $107,525-30.3% | $142,382-47.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 20.61% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,506 | $4,015-62.5% | $3,754-59.9% | $4,299-65.0% |
| Participant deferral / active EE | $9,226 | $5,564+65.8% | $5,116+80.3% | $6,507+41.8% |
| Admin fee / account holder | $66 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |