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 | $245,881 | $88,751+177.0% | $81,812+200.5% | $145,922+68.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 14.06% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,835 | $3,083-40.5% | $2,912-37.0% | $4,660-60.6% |
| Participant deferral / active EE | $6,105 | $4,643+31.5% | $4,319+41.4% | $6,688-8.7% |
| Admin fee / account holder | $12 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |