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 8-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 | $86,391 | $109,817-21.3% | $98,442-12.2% | $167,490-48.4% |
| Participation rate | 12.5% | 75.8%-63.3pp | 73.3%-60.8pp | 82.1%-69.6pp |
| Annual return | 20.05% | 1956.69%-1936.6pp | 1492.73%-1472.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $299 | $3,224-90.7% | $2,960-89.9% | $4,837-93.8% |
| Participant deferral / active EE | $2,438 | $4,673-47.8% | $4,276-43.0% | $6,341-61.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |