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 | $63,488 | $159,602-60.2% | $150,045-57.7% | $142,382-55.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 19.43% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,099 | $4,961-37.5% | $4,693-34.0% | $4,299-27.9% |
| Participant deferral / active EE | $7,931 | $8,310-4.6% | $7,997-0.8% | $6,507+21.9% |
| Admin fee / account holder | $272 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |