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 7-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 | $111,292 | $114,237-2.6% | $119,258-6.7% | $167,490-33.6% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.7%-49.4pp | 82.1%-48.8pp |
| Annual return | 13.29% | 29.87%-16.6pp | 30.69%-17.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,395 | $4,481-46.6% | $4,384-45.4% | $4,837-50.5% |
| Participant deferral / active EE | $8,667 | $6,084+42.5% | $6,111+41.8% | $6,341+36.7% |
| Admin fee / account holder | $20 | $8,932-99.8% | $7,226-99.7% | $12,309-99.8% |