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 8-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 | $193,914 | $69,207+180.2% | $64,056+202.7% | $139,434+39.1% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 14.30% | 45.88%-31.6pp | 33.69%-19.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,318 | $3,182-58.6% | $2,747-52.0% | $4,751-72.3% |
| Participant deferral / active EE | $7,500 | $4,682+60.2% | $3,880+93.3% | $6,710+11.8% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |