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 | $169,664 | $96,305+76.2% | $80,569+110.6% | $139,434+21.7% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 16.29% | 1350.08%-1333.8pp | 935.43%-919.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,874 | $5,232+12.3% | $4,447+32.1% | $6,710-12.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |