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 | $65,301 | $159,901-59.2% | $146,958-55.6% | $145,922-55.2% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 14.48% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,795 | $5,286-47.1% | $4,933-43.3% | $4,660-40.0% |
| Participant deferral / active EE | $10,405 | $8,428+23.5% | $8,070+28.9% | $6,688+55.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |