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 3-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 | $122,624 | $104,974+16.8% | $95,585+28.3% | $142,382-13.9% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.1%-43.5pp | 80.1%-51.5pp |
| Annual return | 23.33% | 210.33%-187.0pp | 38.56%-15.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,654 | $2,779-40.5% | $2,527-34.5% | $4,299-61.5% |
| Participant deferral / active EE | $8,521 | $4,352+95.8% | $4,023+111.8% | $6,507+31.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |