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 | $86,368 | $117,983-26.8% | $101,794-15.2% | $142,382-39.3% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.2%-42.5pp | 80.1%-53.5pp |
| Annual return | 1399.43% | 36.92%+1362.5pp | 30.53%+1368.9pp | 217.08%+1182.4pp |
| Employer contribution / active EE | $1,954 | $2,773-29.5% | $2,289-14.6% | $4,299-54.6% |
| Participant deferral / active EE | $2,627 | $4,714-44.3% | $4,084-35.7% | $6,507-59.6% |
| Admin fee / account holder | $257 | $10,433-97.5% | $8,777-97.1% | $12,624-98.0% |