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 | $146,235 | $65,409+123.6% | $98,442+48.5% | $85,850+70.3% |
| Participation rate | 51.1% | 65.0%-13.9pp | 73.3%-22.2pp | 69.3%-18.2pp |
| Annual return | 17.66% | 21.76%-4.1pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,058 | $2,168-51.2% | $2,960-64.3% | $2,565-58.8% |
| Participant deferral / active EE | $1,832 | $3,166-42.1% | $4,276-57.2% | $3,952-53.6% |
| Admin fee / account holder | $139 | $4,593-97.0% | $5,949-97.7% | $6,260-97.8% |