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 7-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 | $115,713 | $81,625+41.8% | $58,482+97.9% | $139,434-17.0% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 14.98% | 7404.20%-7389.2pp | 4239.32%-4224.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,222 | $1,398-12.6% | $1,053+16.0% | $4,751-74.3% |
| Participant deferral / active EE | $3,625 | $2,557+41.8% | $1,924+88.4% | $6,710-46.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |