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 | $94,248 | $133,922-29.6% | $116,228-18.9% | $142,382-33.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 20.33% | 147.76%-127.4pp | 90.06%-69.7pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,694 | $3,446+36.2% | $2,994+56.8% | $4,299+9.2% |
| Participant deferral / active EE | $12,977 | $5,672+128.8% | $4,953+162.0% | $6,507+99.4% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |