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 5-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 | $183,996 | $177,572+3.6% | $154,803+18.9% | $142,382+29.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 15.50% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,367 | $4,810+32.4% | $4,305+47.9% | $4,299+48.1% |
| Participant deferral / active EE | $14,907 | $6,272+137.7% | $5,540+169.0% | $6,507+129.1% |
| Admin fee / account holder | $80 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |