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 | $112,851 | $70,606+59.8% | $53,898+109.4% | $142,382-20.7% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 17.66% | 619.81%-602.2pp | 528.60%-510.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $293 | $1,202-75.7% | $932-68.6% | $4,299-93.2% |
| Participant deferral / active EE | $2,882 | $2,364+21.9% | $1,826+57.8% | $6,507-55.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |