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 6-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 | $93,798 | $73,515+27.6% | $62,995+48.9% | $147,584-36.4% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.8%-21.9pp | 82.8%-29.9pp |
| Annual return | 20.71% | 175.43%-154.7pp | 87.57%-66.9pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,483 | $3,320-25.2% | $2,759-10.0% | $4,876-49.1% |
| Participant deferral / active EE | $5,207 | $4,185+24.4% | $3,329+56.4% | $5,439-4.3% |
| Admin fee / account holder | $2 | $5,953-100.0% | $3,600-99.9% | $10,885-100.0% |