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 3-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 | $112,145 | $81,460+37.7% | $103,333+8.5% | $80,856+38.7% |
| Participation rate | 10.3% | 66.8%-56.5pp | 74.5%-64.2pp | 67.6%-57.3pp |
| Annual return | 16.32% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,426 | $3,105+42.5% | $3,868+14.4% | $2,755+60.6% |
| Participant deferral / active EE | $2,897 | $3,869-25.1% | $5,057-42.7% | $4,296-32.6% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |