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 | $189,783 | $99,652+90.4% | $78,778+140.9% | $147,584+28.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 16.91% | 47.28%-30.4pp | 35.62%-18.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,746 | $2,796-1.8% | $1,986+38.3% | $4,876-43.7% |
| Participant deferral / active EE | $6,067 | $3,664+65.6% | $2,958+105.1% | $5,439+11.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |