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 4-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 | $116,786 | $169,032-30.9% | $129,207-9.6% | $145,922-20.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 13.56% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $11,071 | $5,537+100.0% | $4,153+166.6% | $4,660+137.6% |
| Participant deferral / active EE | $12,000 | $4,987+140.6% | $4,168+187.9% | $6,688+79.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |