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 7-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 | $95,881 | $214,378-55.3% | $200,582-52.2% | $142,382-32.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 15.21% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,859 | $6,841+0.3% | $6,419+6.9% | $4,299+59.5% |
| Participant deferral / active EE | $14,133 | $9,865+43.3% | $9,331+51.5% | $6,507+117.2% |
| Admin fee / account holder | $234 | $17,692-98.7% | $16,305-98.6% | $12,624-98.1% |