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 | $174,681 | $105,998+64.8% | $92,233+89.4% | $147,584+18.4% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 18.86% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,034 | $4,333-30.0% | $3,679-17.6% | $4,876-37.8% |
| Participant deferral / active EE | $5,697 | $4,478+27.2% | $3,897+46.2% | $5,439+4.8% |
| Admin fee / account holder | $29 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |