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 | $245,588 | $183,963+33.5% | $162,163+51.4% | $152,861+60.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 24.81% | 150.76%-126.0pp | 115.59%-90.8pp | 345.32%-320.5pp |
| Employer contribution / active EE | $10,386 | $6,371+63.0% | $5,614+85.0% | $4,762+118.1% |
| Participant deferral / active EE | $8,906 | $8,034+10.9% | $7,298+22.0% | $5,850+52.2% |
| Admin fee / account holder | -$475 | $13,121-103.6% | $10,843-104.4% | $11,596-104.1% |