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 | $214,279 | $110,502+93.9% | $80,716+165.5% | $167,490+27.9% |
| Participation rate | 46.7% | 64.0%-17.3pp | 54.2%-7.5pp | 82.1%-35.4pp |
| Annual return | 11.66% | 120.54%-108.9pp | 87.28%-75.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,243 | $1,543-19.4% | $1,160+7.1% | $4,837-74.3% |
| Participant deferral / active EE | $4,244 | $2,871+47.8% | $2,146+97.8% | $6,341-33.1% |
| Admin fee / account holder | $33 | $4,545-99.3% | $3,380-99.0% | $12,309-99.7% |