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 | $170,104 | $121,625+39.9% | $104,607+62.6% | $158,922+7.0% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 41.01% | 465.26%-424.3pp | 340.46%-299.5pp | 302.83%-261.8pp |
| Employer contribution / active EE | $2,133 | $3,163-32.6% | $2,681-20.4% | $4,761-55.2% |
| Participant deferral / active EE | $8,667 | $4,177+107.5% | $3,740+131.8% | $5,982+44.9% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |