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 9-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 | $64,250 | $100,852-36.3% | $90,404-28.9% | $158,922-59.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 22.97% | 1724.20%-1701.2pp | 1293.02%-1270.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $4,169 | $3,689+13.0% | $3,262+27.8% | $4,761-12.4% |
| Participant deferral / active EE | $4,169 | $4,348-4.1% | $3,963+5.2% | $5,982-30.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |