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 | $246,657 | $214,378+15.1% | $200,582+23.0% | $142,382+73.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 20.29% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,481 | $6,841+9.4% | $6,419+16.6% | $4,299+74.0% |
| Participant deferral / active EE | $8,591 | $9,865-12.9% | $9,331-7.9% | $6,507+32.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |