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 | $113,830 | $111,754+1.9% | $103,333+10.2% | $145,922-22.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.59% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,433 | $4,212+76.4% | $3,868+92.2% | $4,660+59.5% |
| Participant deferral / active EE | $8,376 | $5,619+49.1% | $5,057+65.6% | $6,688+25.2% |
| Admin fee / account holder | $114 | $9,750-98.8% | $8,355-98.6% | $13,397-99.2% |