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 | $158,077 | $106,890+47.9% | $84,015+88.2% | $152,861+3.4% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 22.92% | 104.99%-82.1pp | 71.31%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $387 | $2,734-85.8% | $1,983-80.5% | $4,762-91.9% |
| Participant deferral / active EE | $3,711 | $4,011-7.5% | $3,239+14.6% | $5,850-36.6% |
| Admin fee / account holder | $2 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |