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 10-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 | $85,262 | $159,602-46.6% | $150,045-43.2% | $142,382-40.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 15.42% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,245 | $4,961+5.7% | $4,693+11.8% | $4,299+22.0% |
| Participant deferral / active EE | $13,217 | $8,310+59.0% | $7,997+65.3% | $6,507+103.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |