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 | $154,849 | $111,724+38.6% | $93,606+65.4% | $145,922+6.1% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.3pp |
| Annual return | 11.09% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,220 | $3,090-60.5% | $2,420-49.6% | $4,660-73.8% |
| Participant deferral / active EE | $3,090 | $4,912-37.1% | $4,411-29.9% | $6,688-53.8% |
| Admin fee / account holder | $61 | $10,250-99.4% | $8,285-99.3% | $13,397-99.5% |