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 | $71,593 | $97,757-26.8% | $83,848-14.6% | $135,375-47.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 29.12% | 1287.37%-1258.2pp | 850.88%-821.8pp | 519.73%-490.6pp |
| Employer contribution / active EE | $3,119 | $4,222-26.1% | $3,631-14.1% | $4,779-34.7% |
| Participant deferral / active EE | $4,580 | $4,682-2.2% | $4,082+12.2% | $5,609-18.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |