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 | $156,118 | $102,616+52.1% | $81,983+90.4% | $158,922-1.8% |
| Participation rate | 7.7% | 75.5%-67.8pp | 69.2%-61.6pp | 82.0%-74.3pp |
| Annual return | 19.35% | 61.04%-41.7pp | 41.31%-22.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $554 | $3,240-82.9% | $2,498-77.8% | $4,761-88.4% |
| Participant deferral / active EE | $1,500 | $4,648-67.7% | $3,722-59.7% | $5,982-74.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |