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 | $146,648 | $126,574+15.9% | $106,213+38.1% | $145,922+0.5% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 14.44% | 224.79%-210.3pp | 116.14%-101.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,203 | $3,730-67.8% | $3,171-62.1% | $4,660-74.2% |
| Participant deferral / active EE | $6,968 | $5,724+21.7% | $5,016+38.9% | $6,688+4.2% |
| Admin fee / account holder | $81 | $17,304-99.5% | $11,033-99.3% | $13,397-99.4% |