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 8-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 | $75,380 | $72,400+4.1% | $67,502+11.7% | $145,922-48.3% |
| Participation rate | 31.6% | 76.9%-45.3pp | 72.9%-41.3pp | 80.3%-48.7pp |
| Annual return | 104.53% | 7182.46%-7077.9pp | 3512.12%-3407.6pp | 561.29%-456.8pp |
| Employer contribution / active EE | $912 | $3,069-70.3% | $2,731-66.6% | $4,660-80.4% |
| Participant deferral / active EE | $2,112 | $4,783-55.8% | $4,000-47.2% | $6,688-68.4% |
| Admin fee / account holder | $271 | $5,539-95.1% | $3,998-93.2% | $13,397-98.0% |