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 | $100,268 | $104,974-4.5% | $95,585+4.9% | $142,382-29.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 24.88% | 210.33%-185.4pp | 38.56%-13.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,101 | $2,779-24.4% | $2,527-16.8% | $4,299-51.1% |
| Participant deferral / active EE | $8,396 | $4,352+92.9% | $4,023+108.7% | $6,507+29.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |