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 3-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 | $102,523 | $201,272-49.1% | $184,203-44.3% | $145,922-29.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.20% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $6,825 | $7,022-2.8% | $6,427+6.2% | $4,660+46.5% |
| Participant deferral / active EE | $9,360 | $9,806-4.5% | $9,131+2.5% | $6,688+40.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |