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 | $135,911 | $112,881+20.4% | $90,951+49.4% | $158,922-14.5% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 15.20% | 215.79%-200.6pp | 134.60%-119.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $951 | $2,893-67.1% | $2,122-55.2% | $4,761-80.0% |
| Participant deferral / active EE | $3,796 | $4,128-8.0% | $3,373+12.6% | $5,982-36.5% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |