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 | $177,737 | $99,079+79.4% | $77,999+127.9% | $273,961-35.1% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.5%-53.3pp | 83.0%-60.8pp |
| Annual return | 14.83% | 217.93%-203.1pp | 425.96%-411.1pp | 41.45%-26.6pp |
| Employer contribution / active EE | $585 | $3,308-82.3% | $2,470-76.3% | $4,869-88.0% |
| Participant deferral / active EE | $3,065 | $4,306-28.8% | $3,497-12.3% | $5,287-42.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |