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 | $132,264 | $111,754+18.4% | $103,333+28.0% | $145,922-9.4% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 14.51% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,502 | $4,212-16.9% | $3,868-9.5% | $4,660-24.9% |
| Participant deferral / active EE | $6,530 | $5,619+16.2% | $5,057+29.1% | $6,688-2.4% |
| Admin fee / account holder | $7 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |