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 8-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 | $153,919 | $159,602-3.6% | $150,045+2.6% | $142,382+8.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 18.27% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,270 | $4,961-34.1% | $4,693-30.3% | $4,299-23.9% |
| Participant deferral / active EE | $8,493 | $8,310+2.2% | $7,997+6.2% | $6,507+30.5% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |