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 4-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 | $147,949 | $100,773+46.8% | $88,946+66.3% | $142,382+3.9% |
| Participation rate | 7.7% | 74.3%-66.6pp | 68.8%-61.2pp | 80.1%-72.4pp |
| Annual return | 15.34% | 70.18%-54.8pp | 57.82%-42.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $477 | $2,918-83.7% | $2,555-81.3% | $4,299-88.9% |
| Participant deferral / active EE | $1,800 | $5,230-65.6% | $4,581-60.7% | $6,507-72.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |