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 | $82,779 | $228,332-63.7% | $185,823-55.5% | $158,922-47.9% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 41.83% | 40.80%+1.0pp | 35.95%+5.9pp | 302.83%-261.0pp |
| Employer contribution / active EE | $620 | $4,967-87.5% | $4,087-84.8% | $4,761-87.0% |
| Participant deferral / active EE | $7,800 | $6,415+21.6% | $5,632+38.5% | $5,982+30.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |