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 | $70,605 | $81,625-13.5% | $58,482+20.7% | $139,434-49.4% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 16.62% | 7404.20%-7387.6pp | 4239.32%-4222.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $166 | $1,398-88.2% | $1,053-84.3% | $4,751-96.5% |
| Participant deferral / active EE | $1,935 | $2,557-24.3% | $1,924+0.6% | $6,710-71.2% |
| Admin fee / account holder | $278 | $3,265-91.5% | $2,516-89.0% | $11,403-97.6% |