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 3-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 | $214,654 | $168,632+27.3% | $147,614+45.4% | $125,391+71.2% |
| Participation rate | 61.9% | 88.8%-26.9pp | 84.6%-22.7pp | 83.2%-21.3pp |
| Annual return | 0.56% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.7pp |
| Employer contribution / active EE | $6,559 | $6,252+4.9% | $5,564+17.9% | $4,866+34.8% |
| Participant deferral / active EE | $6,150 | $5,507+11.7% | $4,895+25.6% | $5,352+14.9% |
| Admin fee / account holder | $106 | $13,580-99.2% | $11,611-99.1% | $9,540-98.9% |