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 | $140,733 | $159,901-12.0% | $146,958-4.2% | $145,922-3.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.66% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $5,785 | $5,286+9.4% | $4,933+17.3% | $4,660+24.1% |
| Participant deferral / active EE | $12,247 | $8,428+45.3% | $8,070+51.8% | $6,688+83.1% |
| Admin fee / account holder | $284 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |