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 | $195,995 | $171,865+14.0% | $149,718+30.9% | $147,584+32.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 18.19% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $7,919 | $6,275+26.2% | $5,445+45.4% | $4,876+62.4% |
| Participant deferral / active EE | $6,081 | $7,271-16.4% | $6,569-7.4% | $5,439+11.8% |
| Admin fee / account holder | $62 | $13,799-99.6% | $11,283-99.5% | $10,885-99.4% |