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 | $90,911 | $74,888+21.4% | $71,209+27.7% | $142,382-36.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 24.37% | 345.14%-320.8pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $6,342 | $2,854+122.2% | $2,721+133.1% | $4,299+47.5% |
| Participant deferral / active EE | $14,578 | $4,454+227.3% | $4,175+249.2% | $6,507+124.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |