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 9-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 | $103,598 | $117,841-12.1% | $102,423+1.1% | $145,922-29.0% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 8.63% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,427 | $3,615-60.5% | $3,023-52.8% | $4,660-69.4% |
| Participant deferral / active EE | $4,577 | $5,731-20.1% | $5,053-9.4% | $6,688-31.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |