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 | $112,200 | $198,466-43.5% | $170,442-34.2% | $147,584-24.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 11.20% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $5,625 | $6,184-9.0% | $5,433+3.5% | $4,876+15.4% |
| Participant deferral / active EE | $5,625 | $5,629-0.1% | $4,939+13.9% | $5,439+3.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |