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 | $94,387 | $76,738+23.0% | $56,411+67.3% | $145,922-35.3% |
| Participation rate | 23.8% | 63.2%-39.4pp | 52.5%-28.7pp | 80.3%-56.5pp |
| Annual return | 67.90% | 2994.23%-2926.3pp | 1701.33%-1633.4pp | 561.29%-493.4pp |
| Employer contribution / active EE | $548 | $1,380-60.3% | $1,039-47.2% | $4,660-88.2% |
| Participant deferral / active EE | $2,921 | $2,623+11.4% | $1,952+49.6% | $6,688-56.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |