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 | $60,268 | $150,440-59.9% | $136,294-55.8% | $147,584-59.2% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 18.64% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,953 | $5,256-62.8% | $4,695-58.4% | $4,876-60.0% |
| Participant deferral / active EE | $4,317 | $6,630-34.9% | $6,247-30.9% | $5,439-20.6% |
| Admin fee / account holder | $60 | $10,905-99.4% | $9,243-99.4% | $10,885-99.4% |