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 | $102,536 | $70,606+45.2% | $53,898+90.2% | $142,382-28.0% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 24.60% | 619.81%-595.2pp | 528.60%-504.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $391 | $1,202-67.5% | $932-58.1% | $4,299-90.9% |
| Participant deferral / active EE | $612 | $2,364-74.1% | $1,826-66.5% | $6,507-90.6% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |