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 | $81,691 | $202,318-59.6% | $172,739-52.7% | $152,861-46.6% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 25.66% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,954 | $5,856-66.6% | $5,143-62.0% | $4,762-59.0% |
| Participant deferral / active EE | $3,308 | $5,948-44.4% | $5,198-36.4% | $5,850-43.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |