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 | $55,491 | $100,852-45.0% | $90,404-38.6% | $158,922-65.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.66% | 1724.20%-1710.5pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,194 | $3,689-67.6% | $3,262-63.4% | $4,761-74.9% |
| Participant deferral / active EE | $6,036 | $4,348+38.8% | $3,963+52.3% | $5,982+0.9% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |