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 | $199,168 | $176,662+12.7% | $130,648+52.4% | $152,861+30.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 22.85% | 2692.24%-2669.4pp | 1708.96%-1686.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,207 | $5,742-79.0% | $4,092-70.5% | $4,762-74.7% |
| Participant deferral / active EE | $3,157 | $4,361-27.6% | $3,603-12.4% | $5,850-46.0% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |