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 4-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 | $108,455 | $159,602-32.0% | $150,045-27.7% | $142,382-23.8% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 20.79% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,365 | $4,961+8.2% | $4,693+14.3% | $4,299+24.8% |
| Participant deferral / active EE | $18,993 | $8,310+128.6% | $7,997+137.5% | $6,507+191.9% |
| Admin fee / account holder | $77 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |