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 9-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 | $140,537 | $124,281+13.1% | $109,143+28.8% | $167,490-16.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 11.84% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,215 | $4,207-47.3% | $3,722-40.5% | $4,837-54.2% |
| Participant deferral / active EE | $9,100 | $5,255+73.2% | $4,653+95.6% | $6,341+43.5% |
| Admin fee / account holder | $13 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |