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 | $167,254 | $172,478-3.0% | $145,661+14.8% | $142,382+17.5% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 21.38% | 151.09%-129.7pp | 101.46%-80.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,672 | $4,899-4.6% | $4,238+10.3% | $4,299+8.7% |
| Participant deferral / active EE | $12,009 | $8,348+43.8% | $7,198+66.8% | $6,507+84.5% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |