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 | $176,819 | $177,572-0.4% | $154,803+14.2% | $142,382+24.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 15.72% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $19,746 | $4,810+310.5% | $4,305+358.6% | $4,299+359.3% |
| Participant deferral / active EE | $18,137 | $6,272+189.2% | $5,540+227.4% | $6,507+178.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |