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 | $24,718 | $150,440-83.6% | $136,294-81.9% | $147,584-83.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 34.24% | 1049.08%-1014.8pp | 5155.94%-5121.7pp | 578.55%-544.3pp |
| Employer contribution / active EE | $1,999 | $5,256-62.0% | $4,695-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $5,459 | $6,630-17.7% | $6,247-12.6% | $5,439+0.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |