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 | $118,584 | $159,602-25.7% | $150,045-21.0% | $142,382-16.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 22.71% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,689 | $4,961-5.5% | $4,693-0.1% | $4,299+9.1% |
| Participant deferral / active EE | $9,551 | $8,310+14.9% | $7,997+19.4% | $6,507+46.8% |
| Admin fee / account holder | $100 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |