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 | $144,217 | $106,890+34.9% | $84,015+71.7% | $152,861-5.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 21.82% | 104.99%-83.2pp | 71.31%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $411 | $2,734-85.0% | $1,983-79.3% | $4,762-91.4% |
| Participant deferral / active EE | $9,500 | $4,011+136.8% | $3,239+193.3% | $5,850+62.4% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |