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 | $105,374 | $171,865-38.7% | $149,718-29.6% | $147,584-28.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 21.95% | 2113.22%-2091.3pp | 1501.63%-1479.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,939 | $6,275-53.2% | $5,445-46.0% | $4,876-39.7% |
| Participant deferral / active EE | $7,899 | $7,271+8.6% | $6,569+20.2% | $5,439+45.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |