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 10-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 | $143,556 | $163,101-12.0% | $136,749+5.0% | $142,382+0.8% |
| Participation rate | 56.3% | 78.2%-22.0pp | 72.1%-15.9pp | 80.1%-23.9pp |
| Annual return | 16.68% | 27.54%-10.9pp | 24.33%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,019 | $4,117-26.7% | $3,400-11.2% | $4,299-29.8% |
| Participant deferral / active EE | $8,528 | $5,585+52.7% | $4,692+81.7% | $6,507+31.0% |
| Admin fee / account holder | $12 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |