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 6-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 | $50,224 | $169,032-70.3% | $129,207-61.1% | $145,922-65.6% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 14.08% | 14330.11%-14316.0pp | 9417.33%-9403.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,703 | $5,537-15.1% | $4,153+13.2% | $4,660+0.9% |
| Participant deferral / active EE | $12,292 | $4,987+146.5% | $4,168+194.9% | $6,688+83.8% |
| Admin fee / account holder | $244 | $9,954-97.5% | $7,715-96.8% | $13,397-98.2% |