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 | $80,261 | $159,602-49.7% | $150,045-46.5% | $142,382-43.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 156.13% | 70.24%+85.9pp | 62.55%+93.6pp | 217.08%-60.9pp |
| Employer contribution / active EE | $4,190 | $4,961-15.5% | $4,693-10.7% | $4,299-2.5% |
| Participant deferral / active EE | $8,242 | $8,310-0.8% | $7,997+3.1% | $6,507+26.7% |
| Admin fee / account holder | $66 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |