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 | $198,451 | $138,065+43.7% | $123,544+60.6% | $135,375+46.6% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | 1.86% | 153.68%-151.8pp | 119.20%-117.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $4,684 | $5,151-9.1% | $4,628+1.2% | $4,779-2.0% |
| Participant deferral / active EE | $7,435 | $6,799+9.4% | $6,426+15.7% | $5,609+32.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |