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 7-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 | $152,266 | $114,381+33.1% | $107,525+41.6% | $142,382+6.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 13.13% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,984 | $4,015-50.6% | $3,754-47.2% | $4,299-53.9% |
| Participant deferral / active EE | $4,709 | $5,564-15.4% | $5,116-7.9% | $6,507-27.6% |
| Admin fee / account holder | $165 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |