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 | $55,909 | $114,381-51.1% | $107,525-48.0% | $142,382-60.7% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 12.39% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,853 | $4,015-53.8% | $3,754-50.6% | $4,299-56.9% |
| Participant deferral / active EE | $5,631 | $5,564+1.2% | $5,116+10.1% | $6,507-13.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |