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 | $161,877 | $214,378-24.5% | $200,582-19.3% | $142,382+13.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 21.20% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,848 | $6,841-73.0% | $6,419-71.2% | $4,299-57.0% |
| Participant deferral / active EE | $11,433 | $9,865+15.9% | $9,331+22.5% | $6,507+75.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |