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 | $159,473 | $88,751+79.7% | $81,812+94.9% | $145,922+9.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.43% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,382 | $3,083+9.7% | $2,912+16.1% | $4,660-27.4% |
| Participant deferral / active EE | $7,449 | $4,643+60.4% | $4,319+72.5% | $6,688+11.4% |
| Admin fee / account holder | $286 | $8,415-96.6% | $7,386-96.1% | $13,397-97.9% |