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 | $68,217 | $70,606-3.4% | $53,898+26.6% | $142,382-52.1% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 17.48% | 619.81%-602.3pp | 528.60%-511.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,476 | $1,202+22.8% | $932+58.4% | $4,299-65.7% |
| Participant deferral / active EE | $5,006 | $2,364+111.8% | $1,826+174.1% | $6,507-23.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |