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 | $69,594 | $171,865-59.5% | $149,718-53.5% | $147,584-52.8% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 25.41% | 2113.22%-2087.8pp | 1501.63%-1476.2pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,470 | $6,275-76.6% | $5,445-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $6,037 | $7,271-17.0% | $6,569-8.1% | $5,439+11.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |