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 | $86,024 | $105,998-18.8% | $92,233-6.7% | $147,584-41.7% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 17.22% | 50.05%-32.8pp | 176.28%-159.1pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,311 | $4,333-69.7% | $3,679-64.4% | $4,876-73.1% |
| Participant deferral / active EE | $2,889 | $4,478-35.5% | $3,897-25.9% | $5,439-46.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |