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 | $107,902 | $165,335-34.7% | $149,696-27.9% | $158,922-32.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 22.44% | 348.15%-325.7pp | 276.60%-254.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,200 | $5,103-56.9% | $4,644-52.6% | $4,761-53.8% |
| Participant deferral / active EE | $8,800 | $7,181+22.5% | $6,842+28.6% | $5,982+47.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |