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 | $113,028 | $76,738+47.3% | $56,411+100.4% | $145,922-22.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.78% | 2994.23%-2982.4pp | 1701.33%-1689.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,750 | $1,380+171.8% | $1,039+261.0% | $4,660-19.5% |
| Participant deferral / active EE | $15,000 | $2,623+472.0% | $1,952+668.5% | $6,688+124.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |