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 | $200,622 | $150,440+33.4% | $136,294+47.2% | $147,584+35.9% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 11.89% | 1049.08%-1037.2pp | 5155.94%-5144.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,701 | $5,256-48.6% | $4,695-42.5% | $4,876-44.6% |
| Participant deferral / active EE | $7,673 | $6,630+15.7% | $6,247+22.8% | $5,439+41.1% |
| Admin fee / account holder | $267 | $10,905-97.6% | $9,243-97.1% | $10,885-97.5% |