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 | $104,946 | $159,602-34.2% | $150,045-30.1% | $142,382-26.3% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 22.73% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,600 | $4,961-47.6% | $4,693-44.6% | $4,299-39.5% |
| Participant deferral / active EE | $7,347 | $8,310-11.6% | $7,997-8.1% | $6,507+12.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |