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 | $224,199 | $81,625+174.7% | $58,482+283.4% | $139,434+60.8% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 20.09% | 7404.20%-7384.1pp | 4239.32%-4219.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,273 | $1,398-9.0% | $1,053+20.8% | $4,751-73.2% |
| Participant deferral / active EE | $6,416 | $2,557+151.0% | $1,924+233.5% | $6,710-4.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |