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 | $139,315 | $99,652+39.8% | $78,778+76.8% | $147,584-5.6% |
| Participation rate | 43.8% | 76.2%-32.5pp | 69.2%-25.4pp | 82.8%-39.1pp |
| Annual return | 106.42% | 47.28%+59.1pp | 35.62%+70.8pp | 578.55%-472.1pp |
| Employer contribution / active EE | $315 | $2,796-88.7% | $1,986-84.1% | $4,876-93.5% |
| Participant deferral / active EE | $2,752 | $3,664-24.9% | $2,958-7.0% | $5,439-49.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |