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 | $166,381 | $96,305+72.8% | $80,569+106.5% | $139,434+19.3% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.5pp | 80.3%-41.9pp |
| Annual return | 19.14% | 1350.08%-1330.9pp | 935.43%-916.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $938 | $3,262-71.3% | $2,723-65.6% | $4,751-80.3% |
| Participant deferral / active EE | $3,784 | $5,232-27.7% | $4,447-14.9% | $6,710-43.6% |
| Admin fee / account holder | $10 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |