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 4-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 | $122,901 | $114,381+7.4% | $107,525+14.3% | $142,382-13.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 19.10% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,137 | $4,015-21.9% | $3,754-16.4% | $4,299-27.0% |
| Participant deferral / active EE | $6,923 | $5,564+24.4% | $5,116+35.3% | $6,507+6.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |