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 | $51,065 | $150,440-66.1% | $136,294-62.5% | $147,584-65.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.88% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,289 | $5,256-75.5% | $4,695-72.5% | $4,876-73.6% |
| Participant deferral / active EE | $2,983 | $6,630-55.0% | $6,247-52.3% | $5,439-45.2% |
| Admin fee / account holder | $67 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |