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 | $89,428 | $177,572-49.6% | $154,803-42.2% | $142,382-37.2% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 19.61% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,210 | $4,810-74.8% | $4,305-71.9% | $4,299-71.9% |
| Participant deferral / active EE | $5,489 | $6,272-12.5% | $5,540-0.9% | $6,507-15.6% |
| Admin fee / account holder | $59 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |