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 | $160,921 | $90,348+78.1% | $75,972+111.8% | $145,922+10.3% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.1%-41.3pp | 80.3%-52.5pp |
| Annual return | 12.05% | 620.88%-608.8pp | 359.55%-347.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,068 | $3,311-67.7% | $2,685-60.2% | $4,660-77.1% |
| Participant deferral / active EE | $2,365 | $5,162-54.2% | $4,255-44.4% | $6,688-64.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |