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 | $46,382 | $60,892-23.8% | $82,389-43.7% | $84,808-45.3% |
| Participation rate | 28.0% | 63.3%-35.3pp | 69.5%-41.5pp | 68.3%-40.3pp |
| Annual return | 21.63% | 37.29%-15.7pp | 28.67%-7.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $915 | $1,779-48.6% | $2,517-63.7% | $2,631-65.2% |
| Participant deferral / active EE | $3,653 | $3,179+14.9% | $4,155-12.1% | $4,212-13.3% |
| Admin fee / account holder | $252 | $5,467-95.4% | $7,231-96.5% | $7,344-96.6% |