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 | $83,931 | $96,635-13.1% | $86,612-3.1% | $139,434-39.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 21.50% | 106.41%-84.9pp | 591.07%-569.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,084 | $3,263+25.2% | $3,022+35.1% | $4,751-14.0% |
| Participant deferral / active EE | $4,084 | $4,836-15.5% | $4,438-8.0% | $6,710-39.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |