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 | $32,905 | $185,822-82.3% | $169,993-80.6% | $139,434-76.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 34.43% | 60.50%-26.1pp | 53.37%-18.9pp | 372.94%-338.5pp |
| Employer contribution / active EE | $6,000 | $7,590-20.9% | $6,785-11.6% | $4,751+26.3% |
| Participant deferral / active EE | $11,600 | $11,622-0.2% | $10,408+11.5% | $6,710+72.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |