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 | $86,085 | $70,756+21.7% | $65,493+31.4% | $142,382-39.5% |
| Participation rate | 54.5% | 77.4%-22.8pp | 73.1%-18.5pp | 80.1%-25.6pp |
| Annual return | 20.90% | 1754.89%-1734.0pp | 982.45%-961.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,105 | $2,881-61.6% | $2,574-57.1% | $4,299-74.3% |
| Participant deferral / active EE | $3,012 | $4,637-35.1% | $3,961-24.0% | $6,507-53.7% |
| Admin fee / account holder | $17 | $6,559-99.7% | $5,028-99.7% | $12,624-99.9% |