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 | $151,357 | $111,724+35.5% | $93,606+61.7% | $145,922+3.7% |
| Participation rate | 29.4% | 74.2%-44.8pp | 68.7%-39.3pp | 80.3%-50.9pp |
| Annual return | 11.57% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $800 | $3,090-74.1% | $2,420-66.9% | $4,660-82.8% |
| Participant deferral / active EE | $4,105 | $4,912-16.4% | $4,411-6.9% | $6,688-38.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |