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 | $113,599 | $124,185-8.5% | $108,410+4.8% | $167,490-32.2% |
| Participation rate | 69.2% | 82.3%-13.1pp | 80.1%-10.9pp | 82.1%-12.9pp |
| Annual return | 18.06% | 1379.64%-1361.6pp | 905.27%-887.2pp | 478.56%-460.5pp |
| Employer contribution / active EE | $3,971 | $4,187-5.1% | $3,558+11.6% | $4,837-17.9% |
| Participant deferral / active EE | $5,981 | $6,908-13.4% | $6,563-8.9% | $6,341-5.7% |
| Admin fee / account holder | $38 | $9,455-99.6% | $7,295-99.5% | $12,309-99.7% |