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 | $162,437 | $158,398+2.5% | $126,539+28.4% | $142,382+14.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 11.21% | 593.76%-582.5pp | 425.95%-414.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,480 | $4,650-3.7% | $3,674+21.9% | $4,299+4.2% |
| Participant deferral / active EE | $9,287 | $4,767+94.8% | $4,083+127.5% | $6,507+42.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |