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 8-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 | $97,108 | $127,777-24.0% | $106,548-8.9% | $167,490-42.0% |
| Participation rate | 57.1% | 78.3%-21.1pp | 76.1%-19.0pp | 82.1%-25.0pp |
| Annual return | 27.00% | 33.87%-6.9pp | 26.80%+0.2pp | 478.56%-451.6pp |
| Employer contribution / active EE | $3,462 | $3,427+1.0% | $2,819+22.8% | $4,837-28.4% |
| Participant deferral / active EE | $8,912 | $5,087+75.2% | $4,398+102.6% | $6,341+40.5% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |