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 9-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 | $128,834 | $108,642+18.6% | $74,701+72.5% | $152,861-15.7% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 25.03% | 114.06%-89.0pp | 752.92%-727.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $970 | $1,503-35.5% | $1,084-10.5% | $4,762-79.6% |
| Participant deferral / active EE | $4,422 | $2,712+63.0% | $1,964+125.2% | $5,850-24.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |