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 | $68,673 | $176,377-61.1% | $134,143-48.8% | $158,922-56.8% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 29.44% | 63.63%-34.2pp | 36.33%-6.9pp | 302.83%-273.4pp |
| Employer contribution / active EE | $767 | $5,040-84.8% | $3,704-79.3% | $4,761-83.9% |
| Participant deferral / active EE | $9,344 | $4,091+128.4% | $3,499+167.1% | $5,982+56.2% |
| Admin fee / account holder | $161 | $8,718-98.2% | $6,684-97.6% | $11,246-98.6% |