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 | $106,879 | $54,705+95.4% | $71,209+50.1% | $84,808+26.0% |
| Participation rate | 47.8% | 64.1%-16.3pp | 73.8%-26.0pp | 68.3%-20.5pp |
| Annual return | 19.18% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,357 | $2,158+9.2% | $2,721-13.4% | $2,631-10.4% |
| Participant deferral / active EE | $5,469 | $3,030+80.5% | $4,175+31.0% | $4,212+29.9% |
| Admin fee / account holder | $291 | $4,863-94.0% | $5,349-94.6% | $7,344-96.0% |