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 | $27,156 | $103,376-73.7% | $87,100-68.8% | $152,861-82.2% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 50.88% | 28.10%+22.8pp | 28.19%+22.7pp | 345.32%-294.4pp |
| Employer contribution / active EE | $5,246 | $3,220+62.9% | $2,521+108.1% | $4,762+10.2% |
| Participant deferral / active EE | $5,833 | $4,778+22.1% | $4,049+44.1% | $5,850-0.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |