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 7-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 | $165,664 | $96,305+72.0% | $80,569+105.6% | $139,434+18.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 14.09% | 1350.08%-1336.0pp | 935.43%-921.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,757 | $3,262-15.5% | $2,723+1.2% | $4,751-42.0% |
| Participant deferral / active EE | $7,680 | $5,232+46.8% | $4,447+72.7% | $6,710+14.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |