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 9-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 | $64,277 | $81,625-21.3% | $58,482+9.9% | $139,434-53.9% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 19.77% | 7404.20%-7384.4pp | 4239.32%-4219.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,903 | $1,398+36.1% | $1,053+80.6% | $4,751-60.0% |
| Participant deferral / active EE | $5,283 | $2,557+106.6% | $1,924+174.6% | $6,710-21.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |