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 5-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 | $133,633 | $185,822-28.1% | $169,993-21.4% | $139,434-4.2% |
| Participation rate | 41.7% | 87.8%-46.1pp | 87.0%-45.3pp | 80.3%-38.7pp |
| Annual return | 18.36% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,832 | $7,590-36.3% | $6,785-28.8% | $4,751+1.7% |
| Participant deferral / active EE | $10,218 | $11,622-12.1% | $10,408-1.8% | $6,710+52.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |