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 5-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 | $85,676 | $214,378-60.0% | $200,582-57.3% | $142,382-39.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 30.53% | 46.41%-15.9pp | 42.33%-11.8pp | 217.08%-186.5pp |
| Employer contribution / active EE | $3,337 | $6,841-51.2% | $6,419-48.0% | $4,299-22.4% |
| Participant deferral / active EE | $36,838 | $9,865+273.4% | $9,331+294.8% | $6,507+466.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |