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 9-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 | $155,519 | $99,652+56.1% | $78,778+97.4% | $147,584+5.4% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 14.00% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,859 | $2,796+2.3% | $1,986+44.0% | $4,876-41.4% |
| Participant deferral / active EE | $5,437 | $3,664+48.4% | $2,958+83.8% | $5,4390% |
| Admin fee / account holder | $27 | $7,155-99.6% | $5,134-99.5% | $10,885-99.8% |