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 | $92,357 | $60,022+53.9% | $88,946+3.8% | $84,808+8.9% |
| Participation rate | 52.2% | 57.8%-5.7pp | 68.8%-16.7pp | 68.3%-16.1pp |
| Annual return | 18.52% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,892 | $1,703+69.9% | $2,555+13.2% | $2,631+9.9% |
| Participant deferral / active EE | $6,598 | $3,114+111.9% | $4,581+44.0% | $4,212+56.7% |
| Admin fee / account holder | $119 | $4,811-97.5% | $8,261-98.6% | $7,344-98.4% |