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 8-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 | $81,268 | $81,625-0.4% | $58,482+39.0% | $139,434-41.7% |
| Participation rate | 15.0% | 61.3%-46.3pp | 50.9%-35.9pp | 80.3%-65.3pp |
| Annual return | 17.93% | 7404.20%-7386.3pp | 4239.32%-4221.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $499 | $1,398-64.3% | $1,053-52.7% | $4,751-89.5% |
| Participant deferral / active EE | $2,452 | $2,557-4.1% | $1,924+27.4% | $6,710-63.5% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |