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 | $210,088 | $117,983+78.1% | $101,794+106.4% | $142,382+47.6% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 20.13% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $964 | $2,773-65.2% | $2,289-57.9% | $4,299-77.6% |
| Participant deferral / active EE | $6,056 | $4,714+28.5% | $4,084+48.3% | $6,507-6.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |