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 | $135,111 | $183,519-26.4% | $155,509-13.1% | $145,922-7.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.41% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $11,572 | $5,313+117.8% | $4,672+147.7% | $4,660+148.3% |
| Participant deferral / active EE | $7,731 | $6,462+19.6% | $5,626+37.4% | $6,688+15.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |