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 | $51,194 | $81,460-37.2% | $103,333-50.5% | $80,856-36.7% |
| Participation rate | 36.0% | 66.8%-30.8pp | 74.5%-38.5pp | 67.6%-31.6pp |
| Annual return | 11.18% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,125 | $3,105-31.6% | $3,868-45.1% | $2,755-22.9% |
| Participant deferral / active EE | $3,342 | $3,869-13.6% | $5,057-33.9% | $4,296-22.2% |
| Admin fee / account holder | $198 | $6,566-97.0% | $8,355-97.6% | $6,918-97.1% |