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 | $106,770 | $202,318-47.2% | $172,739-38.2% | $152,861-30.2% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 30.40% | 1029.65%-999.3pp | 802.84%-772.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,796 | $5,856-69.3% | $5,143-65.1% | $4,762-62.3% |
| Participant deferral / active EE | $5,360 | $5,948-9.9% | $5,198+3.1% | $5,850-8.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |