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 | $75,131 | $171,865-56.3% | $149,718-49.8% | $147,584-49.1% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 15.48% | 2113.22%-2097.7pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,305 | $6,275-63.3% | $5,445-57.7% | $4,876-52.7% |
| Participant deferral / active EE | $6,505 | $7,271-10.5% | $6,569-1.0% | $5,439+19.6% |
| Admin fee / account holder | $216 | $13,799-98.4% | $11,283-98.1% | $10,885-98.0% |