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 4-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 | $95,095 | $70,756+34.4% | $65,493+45.2% | $142,382-33.2% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | 20.15% | 1754.89%-1734.7pp | 982.45%-962.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $612 | $2,881-78.8% | $2,574-76.2% | $4,299-85.8% |
| Participant deferral / active EE | $3,100 | $4,637-33.2% | $3,961-21.7% | $6,507-52.4% |
| Admin fee / account holder | $6 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |