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 | $35,434 | $70,756-49.9% | $65,493-45.9% | $142,382-75.1% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 30.64% | 1754.89%-1724.3pp | 982.45%-951.8pp | 217.08%-186.4pp |
| Employer contribution / active EE | $2,984 | $2,881+3.6% | $2,574+15.9% | $4,299-30.6% |
| Participant deferral / active EE | $7,225 | $4,637+55.8% | $3,961+82.4% | $6,507+11.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |