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 | $171,645 | $176,662-2.8% | $130,648+31.4% | $152,861+12.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 10.01% | 2692.24%-2682.2pp | 1708.96%-1698.9pp | 345.32%-335.3pp |
| Employer contribution / active EE | $1,789 | $5,742-68.8% | $4,092-56.3% | $4,762-62.4% |
| Participant deferral / active EE | $12,667 | $4,361+190.4% | $3,603+251.6% | $5,850+116.5% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |