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 | $207,707 | $217,402-4.5% | $185,823+11.8% | $167,490+24.0% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 9.08% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,185 | $5,873-62.8% | $5,167-57.7% | $4,837-54.8% |
| Participant deferral / active EE | $9,563 | $6,356+50.4% | $5,568+71.7% | $6,341+50.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |