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 | $130,127 | $54,705+137.9% | $71,209+82.7% | $84,808+53.4% |
| Participation rate | 46.7% | 64.1%-17.4pp | 73.8%-27.1pp | 68.3%-21.6pp |
| Annual return | 156.72% | 35.90%+120.8pp | 282.51%-125.8pp | 40.90%+115.8pp |
| Employer contribution / active EE | $886 | $2,158-58.9% | $2,721-67.4% | $2,631-66.3% |
| Participant deferral / active EE | $2,841 | $3,030-6.2% | $4,175-32.0% | $4,212-32.5% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |