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 | $107,074 | $102,317+4.6% | $146,958-27.1% | $80,856+32.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 17.19% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,181 | $3,713-14.3% | $4,933-35.5% | $2,755+15.5% |
| Participant deferral / active EE | $8,139 | $6,644+22.5% | $8,070+0.9% | $4,296+89.5% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |