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 4-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 | $110,482 | $117,983-6.4% | $101,794+8.5% | $142,382-22.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 20.29% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $897 | $2,773-67.6% | $2,289-60.8% | $4,299-79.1% |
| Participant deferral / active EE | $7,833 | $4,714+66.2% | $4,084+91.8% | $6,507+20.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |