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 | $217,951 | $210,648+3.5% | $177,989+22.5% | $145,922+49.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.11% | 385.86%-372.7pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,348 | $4,565-70.5% | $3,949-65.9% | $4,660-71.1% |
| Participant deferral / active EE | $6,752 | $6,958-3.0% | $6,276+7.6% | $6,688+1.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |