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 | $110,477 | $70,756+56.1% | $65,493+68.7% | $142,382-22.4% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.1%-80.1pp |
| Annual return | 20.11% | 1754.89%-1734.8pp | 982.45%-962.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,105 | $2,881+7.8% | $2,574+20.6% | $4,299-27.8% |
| Participant deferral / active EE | $20,800 | $4,637+348.5% | $3,961+425.1% | $6,507+219.6% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |