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 | $147,571 | $102,604+43.8% | $86,188+71.2% | $139,434+5.8% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 14.32% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,189 | $3,032-60.8% | $2,380-50.1% | $4,751-75.0% |
| Participant deferral / active EE | $4,539 | $4,676-2.9% | $3,985+13.9% | $6,710-32.3% |
| Admin fee / account holder | $12 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |