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 | $50,826 | $150,440-66.2% | $136,294-62.7% | $147,584-65.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 28.95% | 1049.08%-1020.1pp | 5155.94%-5127.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $2,200 | $5,256-58.1% | $4,695-53.1% | $4,876-54.9% |
| Participant deferral / active EE | $5,134 | $6,630-22.6% | $6,247-17.8% | $5,439-5.6% |
| Admin fee / account holder | $41 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |