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 | $184,530 | $171,865+7.4% | $149,718+23.3% | $147,584+25.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 61.54% | 2113.22%-2051.7pp | 1501.63%-1440.1pp | 578.55%-517.0pp |
| Employer contribution / active EE | $3,719 | $6,275-40.7% | $5,445-31.7% | $4,876-23.7% |
| Participant deferral / active EE | $5,065 | $7,271-30.3% | $6,569-22.9% | $5,439-6.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |