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 | $112,448 | $81,625+37.8% | $58,482+92.3% | $139,434-19.4% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 11.11% | 7404.20%-7393.1pp | 4239.32%-4228.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,243 | $1,398-11.1% | $1,053+18.0% | $4,751-73.8% |
| Participant deferral / active EE | $4,229 | $2,557+65.4% | $1,924+119.8% | $6,710-37.0% |
| Admin fee / account holder | $233 | $3,265-92.9% | $2,516-90.7% | $11,403-98.0% |