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 | $173,676 | $99,652+74.3% | $78,778+120.5% | $147,584+17.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 20.93% | 47.28%-26.4pp | 35.62%-14.7pp | 578.55%-557.6pp |
| Employer contribution / active EE | $754 | $2,796-73.0% | $1,986-62.0% | $4,876-84.5% |
| Participant deferral / active EE | $8,671 | $3,664+136.7% | $2,958+193.1% | $5,439+59.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |