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 | $159,934 | $85,766+86.5% | $136,294+17.3% | $70,131+128.1% |
| Participation rate | 17.9% | 74.2%-56.3pp | 81.9%-64.1pp | 69.5%-51.7pp |
| Annual return | 18.44% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $900 | $2,966-69.7% | $4,695-80.8% | $2,342-61.6% |
| Participant deferral / active EE | $2,223 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |