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 4-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 | $42,646 | $148,534-71.3% | $135,903-68.6% | $139,434-69.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 937.64% | 79.19%+858.5pp | 68.23%+869.4pp | 372.94%+564.7pp |
| Employer contribution / active EE | $9,401 | $5,243+79.3% | $4,856+93.6% | $4,751+97.9% |
| Participant deferral / active EE | $11,433 | $8,100+41.1% | $7,758+47.4% | $6,710+70.4% |
| Admin fee / account holder | $270 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |