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 4-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 | $70,383 | $175,202-59.8% | $149,673-53.0% | $139,434-49.5% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-19.9pp | 80.3%-21.5pp |
| Annual return | 1368.20% | 166.71%+1201.5pp | 134.42%+1233.8pp | 372.94%+995.3pp |
| Employer contribution / active EE | $5,078 | $5,474-7.2% | $4,818+5.4% | $4,751+6.9% |
| Participant deferral / active EE | $4,965 | $6,519-23.8% | $5,680-12.6% | $6,710-26.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |