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 | $242,524 | $88,594+173.7% | $70,092+246.0% | $134,475+80.3% |
| Participation rate | 55.0% | 74.9%-19.9pp | 70.5%-15.5pp | 81.2%-26.2pp |
| Annual return | 165.50% | 442.67%-277.2pp | 190.73%-25.2pp | 417.96%-252.5pp |
| Employer contribution / active EE | $402 | $3,233-87.6% | $2,559-84.3% | $4,740-91.5% |
| Participant deferral / active EE | $2,157 | $4,772-54.8% | $3,849-43.9% | $6,400-66.3% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |