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 | $112,919 | $100,773+12.1% | $88,946+27.0% | $142,382-20.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 16.75% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,760 | $2,918-5.4% | $2,555+8.0% | $4,299-35.8% |
| Participant deferral / active EE | $8,410 | $5,230+60.8% | $4,581+83.6% | $6,507+29.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |