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 | $159,185 | $114,381+39.2% | $107,525+48.0% | $142,382+11.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 15.25% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,421 | $4,015-64.6% | $3,754-62.1% | $4,299-66.9% |
| Participant deferral / active EE | $6,339 | $5,564+13.9% | $5,116+23.9% | $6,507-2.6% |
| Admin fee / account holder | $8 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |