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 | $124,461 | $65,561+89.8% | $86,188+44.4% | $75,163+65.6% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.3pp |
| Annual return | 15.11% | 46.05%-30.9pp | 1168.45%-1153.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,108 | $1,553-28.6% | $2,380-53.4% | $2,670-58.5% |
| Participant deferral / active EE | $3,302 | $3,024+9.2% | $3,985-17.1% | $4,125-19.9% |
| Admin fee / account holder | $90 | $5,474-98.4% | $6,852-98.7% | $5,651-98.4% |