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 | $189,626 | $53,127+256.9% | $86,590+119.0% | $70,131+170.4% |
| Participation rate | 4.9% | 65.3%-60.4pp | 73.5%-68.7pp | 69.5%-64.7pp |
| Annual return | 21.65% | 27.66%-6.0pp | 964.84%-943.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $293 | $2,068-85.8% | $2,839-89.7% | $2,342-87.5% |
| Participant deferral / active EE | $1,009 | $2,696-62.6% | $3,609-72.0% | $3,332-69.7% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |