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 6-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 | $200,059 | $70,606+183.3% | $53,898+271.2% | $142,382+40.5% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 20.39% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $518 | $1,202-57.0% | $932-44.5% | $4,299-88.0% |
| Participant deferral / active EE | $2,915 | $2,364+23.3% | $1,826+59.6% | $6,507-55.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |