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 | $100,925 | $202,318-50.1% | $172,739-41.6% | $152,861-34.0% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.4%-29.1pp |
| Annual return | 20.15% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,631 | $5,856-72.2% | $5,143-68.3% | $4,762-65.8% |
| Participant deferral / active EE | $5,704 | $5,948-4.1% | $5,198+9.7% | $5,850-2.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |