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 | $220,897 | $102,966+114.5% | $90,281+144.7% | $152,861+44.5% |
| Participation rate | 22.2% | 75.9%-53.6pp | 73.3%-51.0pp | 82.4%-60.2pp |
| Annual return | 26.43% | 95.16%-68.7pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $478 | $3,139-84.8% | $2,854-83.2% | $4,762-90.0% |
| Participant deferral / active EE | $3,811 | $4,281-11.0% | $3,885-1.9% | $5,850-34.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |