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 3-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 | $78,192 | $118,427-34.0% | $66,042+18.4% | $142,382-45.1% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 16.08% | 35.57%-19.5pp | 52.11%-36.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,076 | $2,570-19.2% | $1,579+31.4% | $4,299-51.7% |
| Participant deferral / active EE | $8,589 | $4,311+99.2% | $2,835+202.9% | $6,507+32.0% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |