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 | $106,421 | $74,888+42.1% | $71,209+49.4% | $142,382-25.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 19.18% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,629 | $2,854-42.9% | $2,721-40.1% | $4,299-62.1% |
| Participant deferral / active EE | $5,073 | $4,454+13.9% | $4,175+21.5% | $6,507-22.0% |
| Admin fee / account holder | $37 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |