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 | $203,533 | $108,919+86.9% | $100,391+102.7% | $145,922+39.5% |
| Participation rate | 37.5% | 82.9%-45.4pp | 81.5%-44.0pp | 80.3%-42.8pp |
| Annual return | 17.60% | 57.88%-40.3pp | 49.20%-31.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $391 | $4,419-91.2% | $3,942-90.1% | $4,660-91.6% |
| Participant deferral / active EE | $6,783 | $8,445-19.7% | $8,082-16.1% | $6,688+1.4% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.9% |