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 | $203,884 | $227,553-10.4% | $189,557+7.6% | $167,490+21.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 20.98% | 78.40%-57.4pp | 64.17%-43.2pp | 478.56%-457.6pp |
| Employer contribution / active EE | $13,067 | $5,316+145.8% | $4,412+196.1% | $4,837+170.1% |
| Participant deferral / active EE | $7,009 | $7,002+0.1% | $6,174+13.5% | $6,341+10.5% |
| Admin fee / account holder | $43 | $11,878-99.6% | $9,807-99.6% | $12,309-99.7% |