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 9-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 | $174,587 | $88,751+96.7% | $81,812+113.4% | $145,922+19.6% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 12.90% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $806 | $3,083-73.9% | $2,912-72.3% | $4,660-82.7% |
| Participant deferral / active EE | $1,044 | $4,643-77.5% | $4,319-75.8% | $6,688-84.4% |
| Admin fee / account holder | $162 | $8,415-98.1% | $7,386-97.8% | $13,397-98.8% |