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 9-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 | $141,548 | $112,881+25.4% | $90,951+55.6% | $158,922-10.9% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 24.35% | 215.79%-191.4pp | 134.60%-110.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $852 | $2,893-70.6% | $2,122-59.9% | $4,761-82.1% |
| Participant deferral / active EE | $2,201 | $4,128-46.7% | $3,373-34.8% | $5,982-63.2% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |