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 | $113,222 | $70,606+60.4% | $53,898+110.1% | $142,382-20.5% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 22.79% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,946 | $1,202+61.9% | $932+108.8% | $4,299-54.7% |
| Participant deferral / active EE | $6,008 | $2,364+154.1% | $1,826+229.0% | $6,507-7.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |