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 | $225,965 | $106,890+111.4% | $84,015+169.0% | $152,861+47.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 13.51% | 104.99%-91.5pp | 71.31%-57.8pp | 345.32%-331.8pp |
| Employer contribution / active EE | $6,420 | $2,734+134.8% | $1,983+223.7% | $4,762+34.8% |
| Participant deferral / active EE | $1,461 | $4,011-63.6% | $3,239-54.9% | $5,850-75.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |