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 | $143,290 | $105,998+35.2% | $92,233+55.4% | $147,584-2.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 19.19% | 50.05%-30.9pp | 176.28%-157.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $9,486 | $4,333+118.9% | $3,679+157.8% | $4,876+94.5% |
| Participant deferral / active EE | $14,800 | $4,478+230.5% | $3,897+279.8% | $5,439+172.1% |
| Admin fee / account holder | $31 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |