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 | $236,082 | $126,574+86.5% | $106,213+122.3% | $145,922+61.8% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 15.20% | 224.79%-209.6pp | 116.14%-100.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,265 | $3,730-39.3% | $3,171-28.6% | $4,660-51.4% |
| Participant deferral / active EE | $8,681 | $5,724+51.7% | $5,016+73.1% | $6,688+29.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |