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 6-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 | $201,123 | $114,381+75.8% | $107,525+87.0% | $142,382+41.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.57% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,635 | $4,015-9.5% | $3,754-3.2% | $4,299-15.5% |
| Participant deferral / active EE | $9,237 | $5,564+66.0% | $5,116+80.6% | $6,507+41.9% |
| Admin fee / account holder | $280 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |