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 8-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 | $135,933 | $70,606+92.5% | $53,898+152.2% | $142,382-4.5% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 86.25% | 619.81%-533.6pp | 528.60%-442.4pp | 217.08%-130.8pp |
| Employer contribution / active EE | $644 | $1,202-46.4% | $932-30.9% | $4,299-85.0% |
| Participant deferral / active EE | $2,499 | $2,364+5.7% | $1,826+36.8% | $6,507-61.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |