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 | $73,309 | $68,547+6.9% | $120,354-39.1% | $80,856-9.3% |
| Participation rate | 66.7% | 61.6%+5.1pp | 71.9%-5.2pp | 67.6%-1.0pp |
| Annual return | 23.57% | 23.60%0pp | 107.15%-83.6pp | 35.59%-12.0pp |
| Employer contribution / active EE | $3,814 | $2,051+85.9% | $3,463+10.2% | $2,755+38.5% |
| Participant deferral / active EE | $12,786 | $3,173+302.9% | $4,991+156.2% | $4,296+197.6% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |