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 | $90,128 | $177,572-49.2% | $154,803-41.8% | $142,382-36.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 22.64% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $8,808 | $4,810+83.1% | $4,305+104.6% | $4,299+104.9% |
| Participant deferral / active EE | $4,496 | $6,272-28.3% | $5,540-18.9% | $6,507-30.9% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |