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 | $196,084 | $102,317+91.6% | $146,958+33.4% | $80,856+142.5% |
| Participation rate | 69.0% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 11.98% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,503 | $3,713+21.3% | $4,933-8.7% | $2,755+63.5% |
| Participant deferral / active EE | $12,498 | $6,644+88.1% | $8,070+54.9% | $4,296+190.9% |
| Admin fee / account holder | $149 | $7,941-98.1% | $12,998-98.9% | $6,918-97.9% |