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 3-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 | $48,983 | $123,909-60.5% | $69,647-29.7% | $145,922-66.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 66.5%-9.3pp | 80.3%-23.1pp |
| Annual return | 35.85% | 190.55%-154.7pp | 100.48%-64.6pp | 561.29%-525.4pp |
| Employer contribution / active EE | $2,446 | $2,682-8.8% | $1,712+42.8% | $4,660-47.5% |
| Participant deferral / active EE | $15,793 | $4,236+272.8% | $2,886+447.3% | $6,688+136.2% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |