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 | $102,069 | $102,604-0.5% | $86,188+18.4% | $139,434-26.8% |
| Participation rate | 68.4% | 74.5%-6.1pp | 69.0%-0.5pp | 80.3%-11.9pp |
| Annual return | 20.39% | 1922.51%-1902.1pp | 1168.45%-1148.1pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,445 | $3,032+46.6% | $2,380+86.8% | $4,751-6.4% |
| Participant deferral / active EE | $9,017 | $4,676+92.9% | $3,985+126.3% | $6,710+34.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |