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 | $135,184 | $106,890+26.5% | $84,015+60.9% | $152,861-11.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 18.34% | 104.99%-86.6pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $427 | $2,734-84.4% | $1,983-78.5% | $4,762-91.0% |
| Participant deferral / active EE | $2,375 | $4,011-40.8% | $3,239-26.7% | $5,850-59.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |