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 | $47,856 | $202,318-76.3% | $172,739-72.3% | $152,861-68.7% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 28.19% | 1029.65%-1001.5pp | 802.84%-774.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,608 | $5,856-55.5% | $5,143-49.3% | $4,762-45.2% |
| Participant deferral / active EE | $7,593 | $5,948+27.7% | $5,198+46.1% | $5,850+29.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |