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 10-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 | $38,940 | $150,440-74.1% | $136,294-71.4% | $147,584-73.6% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 25.57% | 1049.08%-1023.5pp | 5155.94%-5130.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $22,454 | $5,256+327.2% | $4,695+378.2% | $4,876+360.5% |
| Participant deferral / active EE | $7,741 | $6,630+16.8% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $231 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |