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 | $89,757 | $140,940-36.3% | $112,229-20.0% | $139,434-35.6% |
| Participation rate | 61.5% | 79.2%-17.6pp | 72.4%-10.9pp | 80.3%-18.8pp |
| Annual return | 20.24% | 32.71%-12.5pp | 30.20%-10.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,054 | $4,283-52.0% | $3,430-40.1% | $4,751-56.8% |
| Participant deferral / active EE | $4,162 | $5,874-29.1% | $4,798-13.3% | $6,710-38.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |