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 4-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 | $123,632 | $114,381+8.1% | $107,525+15.0% | $142,382-13.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 16.66% | 242.71%-226.0pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,306 | $4,015-42.6% | $3,754-38.6% | $4,299-46.4% |
| Participant deferral / active EE | $10,232 | $5,564+83.9% | $5,116+100.0% | $6,507+57.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |