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 5-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 | $218,754 | $159,901+36.8% | $146,958+48.9% | $145,922+49.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $8,887 | $5,286+68.1% | $4,933+80.2% | $4,660+90.7% |
| Participant deferral / active EE | $5,037 | $8,428-40.2% | $8,070-37.6% | $6,688-24.7% |
| Admin fee / account holder | $48 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |