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 9-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 | $188,134 | $177,572+5.9% | $154,803+21.5% | $142,382+32.1% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.1%-48.1pp | 80.1%-50.1pp |
| Annual return | 14.88% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,094 | $4,810-77.3% | $4,305-74.6% | $4,299-74.6% |
| Participant deferral / active EE | $6,698 | $6,272+6.8% | $5,540+20.9% | $6,507+2.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |