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 3-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 | $240,877 | $117,841+104.4% | $102,423+135.2% | $145,922+65.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 79.07% | 31.65%+47.4pp | 29.32%+49.8pp | 561.29%-482.2pp |
| Employer contribution / active EE | $4,176 | $3,615+15.5% | $3,023+38.1% | $4,660-10.4% |
| Participant deferral / active EE | $7,336 | $5,731+28.0% | $5,053+45.2% | $6,688+9.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |