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 | $73,023 | $171,865-57.5% | $149,718-51.2% | $147,584-50.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 12.67% | 2113.22%-2100.5pp | 1501.63%-1489.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,363 | $6,275-62.3% | $5,445-56.6% | $4,876-51.5% |
| Participant deferral / active EE | $6,821 | $7,271-6.2% | $6,569+3.8% | $5,439+25.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |