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 | $183,169 | $84,402+117.0% | $61,373+198.5% | $134,475+36.2% |
| Participation rate | 17.4% | 62.2%-44.8pp | 52.6%-35.2pp | 81.2%-63.8pp |
| Annual return | 0.51% | 584.55%-584.0pp | 338.61%-338.1pp | 417.96%-417.5pp |
| Employer contribution / active EE | $489 | $1,544-68.3% | $1,159-57.8% | $4,740-89.7% |
| Participant deferral / active EE | $694 | $2,819-75.4% | $2,125-67.3% | $6,400-89.2% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |