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 | $153,480 | $99,020+55.0% | $86,590+77.2% | $147,584+4.0% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 24.83% | 1312.34%-1287.5pp | 964.84%-940.0pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,701 | $3,132-13.7% | $2,839-4.9% | $4,876-44.6% |
| Participant deferral / active EE | $9,837 | $3,972+147.6% | $3,609+172.6% | $5,439+80.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |