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 | $129,086 | $107,452+20.1% | $91,541+41.0% | $142,382-9.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 18.07% | 22.06%-4.0pp | 20.50%-2.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,946 | $2,994+31.8% | $2,505+57.6% | $4,299-8.2% |
| Participant deferral / active EE | $9,218 | $4,754+93.9% | $4,008+130.0% | $6,507+41.7% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |