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 | $132,593 | $95,266+39.2% | $82,389+60.9% | $142,382-6.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 19.95% | 25.74%-5.8pp | 28.67%-8.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,131 | $2,991-62.2% | $2,517-55.0% | $4,299-73.7% |
| Participant deferral / active EE | $4,180 | $4,809-13.1% | $4,155+0.6% | $6,507-35.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |