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 7-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 | $236,286 | $155,788+51.7% | $124,672+89.5% | $167,490+41.1% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 18.94% | 17.97%+1.0pp | 5142.93%-5124.0pp | 478.56%-459.6pp |
| Employer contribution / active EE | $15,680 | $4,163+276.6% | $3,324+371.8% | $4,837+224.1% |
| Participant deferral / active EE | $9,600 | $5,673+69.2% | $4,614+108.0% | $6,341+51.4% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |