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 | $39,738 | $150,440-73.6% | $136,294-70.8% | $147,584-73.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 25.25% | 1049.08%-1023.8pp | 5155.94%-5130.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,880 | $5,256-64.2% | $4,695-60.0% | $4,876-61.4% |
| Participant deferral / active EE | $5,849 | $6,630-11.8% | $6,247-6.4% | $5,439+7.5% |
| Admin fee / account holder | $246 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |