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 | $41,777 | $171,865-75.7% | $149,718-72.1% | $147,584-71.7% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 23.20% | 2113.22%-2090.0pp | 1501.63%-1478.4pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,745 | $6,275-72.2% | $5,445-68.0% | $4,876-64.2% |
| Participant deferral / active EE | $6,035 | $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% |