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 7-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 | $152,358 | $76,738+98.5% | $56,411+170.1% | $145,922+4.4% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 7.70% | 2994.23%-2986.5pp | 1701.33%-1693.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,667 | $1,380+20.8% | $1,039+60.5% | $4,660-64.2% |
| Participant deferral / active EE | $3,375 | $2,623+28.7% | $1,952+72.9% | $6,688-49.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |