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 10-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 | $87,463 | $169,032-48.3% | $129,207-32.3% | $145,922-40.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 19.43% | 14330.11%-14310.7pp | 9417.33%-9397.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,488 | $5,537-37.0% | $4,153-16.0% | $4,660-25.1% |
| Participant deferral / active EE | $8,119 | $4,987+62.8% | $4,168+94.8% | $6,688+21.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |