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 | $108,060 | $76,738+40.8% | $56,411+91.6% | $145,922-25.9% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 17.29% | 2994.23%-2976.9pp | 1701.33%-1684.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $607 | $1,380-56.0% | $1,039-41.5% | $4,660-87.0% |
| Participant deferral / active EE | $3,445 | $2,623+31.4% | $1,952+76.5% | $6,688-48.5% |
| Admin fee / account holder | $55 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |