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 | $70,670 | $111,724-36.7% | $93,606-24.5% | $145,922-51.6% |
| Participation rate | 63.2% | 74.2%-11.0pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 15.70% | 202.98%-187.3pp | 133.20%-117.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,548 | $3,090-17.5% | $2,420+5.3% | $4,660-45.3% |
| Participant deferral / active EE | $6,668 | $4,912+35.8% | $4,411+51.2% | $6,688-0.3% |
| Admin fee / account holder | $24 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |