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 | $63,396 | $60,892+4.1% | $82,389-23.1% | $84,808-25.2% |
| Participation rate | 21.4% | 63.3%-41.8pp | 69.5%-48.1pp | 68.3%-46.9pp |
| Annual return | 18.80% | 37.29%-18.5pp | 28.67%-9.9pp | 40.90%-22.1pp |
| Employer contribution / active EE | $674 | $1,779-62.1% | $2,517-73.2% | $2,631-74.4% |
| Participant deferral / active EE | $1,860 | $3,179-41.5% | $4,155-55.2% | $4,212-55.8% |
| Admin fee / account holder | $259 | $5,467-95.3% | $7,231-96.4% | $7,344-96.5% |