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 | $30,119 | $176,056-82.9% | $159,436-81.1% | $167,490-82.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 33.88% | 331.75%-297.9pp | 263.57%-229.7pp | 478.56%-444.7pp |
| Employer contribution / active EE | $5,145 | $5,297-2.9% | $4,829+6.5% | $4,837+6.4% |
| Participant deferral / active EE | $8,230 | $7,750+6.2% | $7,352+11.9% | $6,341+29.8% |
| Admin fee / account holder | $88 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |