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 8-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 | $171,527 | $70,606+142.9% | $53,898+218.2% | $142,382+20.5% |
| Participation rate | 15.8% | 63.7%-47.9pp | 55.0%-39.2pp | 80.1%-64.3pp |
| Annual return | 11.66% | 619.81%-608.1pp | 528.60%-516.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $503 | $1,202-58.2% | $932-46.0% | $4,299-88.3% |
| Participant deferral / active EE | $3,211 | $2,364+35.8% | $1,826+75.8% | $6,507-50.7% |
| Admin fee / account holder | $72 | $2,852-97.5% | $2,491-97.1% | $12,624-99.4% |