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 | $155,188 | $214,378-27.6% | $200,582-22.6% | $142,382+9.0% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 17.75% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $9,338 | $6,841+36.5% | $6,419+45.5% | $4,299+117.2% |
| Participant deferral / active EE | $5,527 | $9,865-44.0% | $9,331-40.8% | $6,507-15.1% |
| Admin fee / account holder | $236 | $17,692-98.7% | $16,305-98.6% | $12,624-98.1% |