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 | $30,309 | $150,440-79.9% | $136,294-77.8% | $147,584-79.5% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 41.17% | 1049.08%-1007.9pp | 5155.94%-5114.8pp | 578.55%-537.4pp |
| Employer contribution / active EE | $1,462 | $5,256-72.2% | $4,695-68.9% | $4,876-70.0% |
| Participant deferral / active EE | $2,312 | $6,630-65.1% | $6,247-63.0% | $5,439-57.5% |
| Admin fee / account holder | $52 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |