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 | $53,548 | $176,056-69.6% | $159,436-66.4% | $167,490-68.0% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 21.51% | 331.75%-310.2pp | 263.57%-242.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,845 | $5,297-65.2% | $4,829-61.8% | $4,837-61.9% |
| Participant deferral / active EE | $6,900 | $7,750-11.0% | $7,352-6.1% | $6,341+8.8% |
| Admin fee / account holder | $74 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |