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 | $74,879 | $150,440-50.2% | $136,294-45.1% | $147,584-49.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 27.40% | 1049.08%-1021.7pp | 5155.94%-5128.5pp | 578.55%-551.2pp |
| Employer contribution / active EE | $1,332 | $5,256-74.7% | $4,695-71.6% | $4,876-72.7% |
| Participant deferral / active EE | $3,072 | $6,630-53.7% | $6,247-50.8% | $5,439-43.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |