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 | $233,795 | $152,587+53.2% | $125,175+86.8% | $152,861+52.9% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 28.89% | 54.84%-26.0pp | 43.79%-14.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,324 | $4,946-53.0% | $3,865-39.9% | $4,762-51.2% |
| Participant deferral / active EE | $7,679 | $5,868+30.9% | $4,937+55.5% | $5,850+31.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |