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 9-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 | $145,998 | $106,584+37.0% | $101,326+44.1% | $142,382+2.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 18.97% | 36.93%-18.0pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,439 | $3,956-38.3% | $3,665-33.5% | $4,299-43.3% |
| Participant deferral / active EE | $5,715 | $8,297-31.1% | $7,994-28.5% | $6,507-12.2% |
| Admin fee / account holder | $298 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |