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 6-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 | $218,681 | $99,877+118.9% | $84,966+157.4% | $145,922+49.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.97% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,037 | $3,231-67.9% | $2,727-62.0% | $4,660-77.7% |
| Participant deferral / active EE | $8,667 | $5,291+63.8% | $4,519+91.8% | $6,688+29.6% |
| Admin fee / account holder | $180 | $7,248-97.5% | $6,149-97.1% | $13,397-98.7% |