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 | $85,971 | $124,185-30.8% | $108,410-20.7% | $167,490-48.7% |
| Participation rate | 63.6% | 82.3%-18.6pp | 80.1%-16.5pp | 82.1%-18.5pp |
| Annual return | 12.22% | 1379.64%-1367.4pp | 905.27%-893.1pp | 478.56%-466.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,493 | $6,908+51.9% | $6,563+59.9% | $6,341+65.5% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |