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 | $235,834 | $102,966+129.0% | $90,281+161.2% | $152,861+54.3% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.4%-52.4pp |
| Annual return | 21.96% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $939 | $3,139-70.1% | $2,854-67.1% | $4,762-80.3% |
| Participant deferral / active EE | $2,579 | $4,281-39.8% | $3,885-33.6% | $5,850-55.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |