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 | $245,351 | $99,877+145.7% | $84,966+188.8% | $145,922+68.1% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 15.80% | 83.76%-68.0pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,057 | $3,231-67.3% | $2,727-61.3% | $4,660-77.3% |
| Participant deferral / active EE | $5,750 | $5,291+8.7% | $4,519+27.2% | $6,688-14.0% |
| Admin fee / account holder | $120 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |