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 | $71,457 | $159,602-55.2% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 22.21% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,266 | $4,961-54.3% | $4,693-51.7% | $4,299-47.3% |
| Participant deferral / active EE | $8,530 | $8,310+2.6% | $7,997+6.7% | $6,507+31.1% |
| Admin fee / account holder | $27 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |