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 | $152,678 | $105,860+44.2% | $90,749+68.2% | $134,475+13.5% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.7%-32.8pp | 81.2%-38.4pp |
| Annual return | 66.06% | -11.01%+77.1pp | -12.16%+78.2pp | 417.96%-351.9pp |
| Employer contribution / active EE | $960 | $3,462-72.3% | $2,921-67.1% | $4,740-79.8% |
| Participant deferral / active EE | $2,422 | $5,216-53.6% | $4,564-46.9% | $6,400-62.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |