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 9-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 | $45,498 | $209,832-78.3% | $189,513-76.0% | $167,490-72.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 25.11% | 748.27%-723.2pp | 555.15%-530.0pp | 478.56%-453.4pp |
| Employer contribution / active EE | $1,636 | $6,914-76.3% | $6,162-73.4% | $4,837-66.2% |
| Participant deferral / active EE | $10,413 | $8,935+16.5% | $8,221+26.7% | $6,341+64.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |