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 | $164,037 | $104,974+56.3% | $95,585+71.6% | $142,382+15.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 18.01% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,626 | $2,779-41.5% | $2,527-35.6% | $4,299-62.2% |
| Participant deferral / active EE | $7,716 | $4,352+77.3% | $4,023+91.8% | $6,507+18.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |