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 | $104,161 | $202,318-48.5% | $172,739-39.7% | $152,861-31.9% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 17.52% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,771 | $5,856-35.6% | $5,143-26.7% | $4,762-20.8% |
| Participant deferral / active EE | $6,581 | $5,948+10.6% | $5,198+26.6% | $5,850+12.5% |
| Admin fee / account holder | $4 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |