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 4-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 | $76,980 | $179,726-57.2% | $156,263-50.7% | $142,382-45.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 21.48% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,882 | $5,069-3.7% | $4,333+12.7% | $4,299+13.6% |
| Participant deferral / active EE | $8,034 | $6,956+15.5% | $6,158+30.5% | $6,507+23.5% |
| Admin fee / account holder | $5 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |