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 | $48,300 | $117,983-59.1% | $101,794-52.6% | $142,382-66.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 17.50% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,223 | $2,773-55.9% | $2,289-46.6% | $4,299-71.6% |
| Participant deferral / active EE | $6,060 | $4,714+28.6% | $4,084+48.4% | $6,507-6.9% |
| Admin fee / account holder | $84 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |