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 6-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 | $109,025 | $117,983-7.6% | $101,794+7.1% | $142,382-23.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 16.69% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,975 | $2,773+7.3% | $2,289+30.0% | $4,299-30.8% |
| Participant deferral / active EE | $8,248 | $4,714+75.0% | $4,084+102.0% | $6,507+26.8% |
| Admin fee / account holder | $21 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |