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 | $131,141 | $183,519-28.5% | $155,509-15.7% | $145,922-10.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 14.64% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,897 | $5,313-45.5% | $4,672-38.0% | $4,660-37.8% |
| Participant deferral / active EE | $7,021 | $6,462+8.6% | $5,626+24.8% | $6,688+5.0% |
| Admin fee / account holder | $66 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |