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 5-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 | $113,378 | $104,974+8.0% | $95,585+18.6% | $142,382-20.4% |
| Participation rate | 22.2% | 75.0%-52.7pp | 72.1%-49.9pp | 80.1%-57.9pp |
| Annual return | 181.42% | 210.33%-28.9pp | 38.56%+142.9pp | 217.08%-35.7pp |
| Employer contribution / active EE | $423 | $2,779-84.8% | $2,527-83.2% | $4,299-90.2% |
| Participant deferral / active EE | $1,546 | $4,352-64.5% | $4,023-61.6% | $6,507-76.2% |
| Admin fee / account holder | $276 | $6,386-95.7% | $6,127-95.5% | $12,624-97.8% |