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 | $72,744 | $150,440-51.6% | $136,294-46.6% | $147,584-50.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 30.99% | 1049.08%-1018.1pp | 5155.94%-5124.9pp | 578.55%-547.6pp |
| Employer contribution / active EE | $915 | $5,256-82.6% | $4,695-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $4,741 | $6,630-28.5% | $6,247-24.1% | $5,439-12.8% |
| Admin fee / account holder | $11 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |