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 | $32,169 | $150,440-78.6% | $136,294-76.4% | $147,584-78.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 19.43% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,390 | $5,256-35.5% | $4,695-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $6,596 | $6,630-0.5% | $6,247+5.6% | $5,439+21.3% |
| Admin fee / account holder | $42 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |