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 | $131,998 | $150,440-12.3% | $136,294-3.2% | $147,584-10.6% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 19.27% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,888 | $5,256-64.1% | $4,695-59.8% | $4,876-61.3% |
| Participant deferral / active EE | $2,553 | $6,630-61.5% | $6,247-59.1% | $5,439-53.1% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |