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 | $186,006 | $102,616+81.3% | $81,983+126.9% | $158,922+17.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 15.50% | 61.04%-45.5pp | 41.31%-25.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,003 | $3,240-69.0% | $2,498-59.9% | $4,761-78.9% |
| Participant deferral / active EE | $3,931 | $4,648-15.4% | $3,722+5.6% | $5,982-34.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |