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 7-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 | $140,343 | $88,751+58.1% | $81,812+71.5% | $145,922-3.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 18.01% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,045 | $3,083-66.1% | $2,912-64.1% | $4,660-77.6% |
| Participant deferral / active EE | $5,200 | $4,643+12.0% | $4,319+20.4% | $6,688-22.2% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |