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 | $114,703 | $177,572-35.4% | $154,803-25.9% | $142,382-19.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 21.48% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,408 | $4,810-50.0% | $4,305-44.1% | $4,299-44.0% |
| Participant deferral / active EE | $8,100 | $6,272+29.2% | $5,540+46.2% | $6,507+24.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |