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 | $95,529 | $82,630+15.6% | $64,105+49.0% | $125,391-23.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -2.26% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,108 | $2,671+16.4% | $1,820+70.8% | $4,866-36.1% |
| Participant deferral / active EE | $6,235 | $3,608+72.8% | $2,822+121.0% | $5,352+16.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |