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 | $238,555 | $102,966+131.7% | $90,281+164.2% | $152,861+56.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 23.46% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,373 | $3,139-24.4% | $2,854-16.9% | $4,762-50.2% |
| Participant deferral / active EE | $6,333 | $4,281+47.9% | $3,885+63.0% | $5,850+8.3% |
| Admin fee / account holder | -$461 | $6,171-107.5% | $5,351-108.6% | $11,596-104.0% |