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 | $132,544 | $150,440-11.9% | $136,294-2.8% | $147,584-10.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 157.04% | 1049.08%-892.0pp | 5155.94%-4998.9pp | 578.55%-421.5pp |
| Employer contribution / active EE | $2,694 | $5,256-48.7% | $4,695-42.6% | $4,876-44.7% |
| Participant deferral / active EE | $5,208 | $6,630-21.5% | $6,247-16.6% | $5,439-4.2% |
| Admin fee / account holder | $83 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |