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 | $219,642 | $112,096+95.9% | $95,952+128.9% | $158,922+38.2% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 18.88% | 171.09%-152.2pp | 91.61%-72.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,484 | $3,198-53.6% | $2,541-41.6% | $4,761-68.8% |
| Participant deferral / active EE | $2,839 | $4,784-40.6% | $4,167-31.9% | $5,982-52.5% |
| Admin fee / account holder | $13 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |