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 | $109,604 | $88,751+23.5% | $81,812+34.0% | $145,922-24.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 13.31% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,350 | $3,083+41.1% | $2,912+49.4% | $4,660-6.6% |
| Participant deferral / active EE | $4,350 | $4,643-6.3% | $4,319+0.7% | $6,688-35.0% |
| Admin fee / account holder | $83 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |