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 6-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 | $195,247 | $104,907+86.1% | $84,611+130.8% | $152,861+27.7% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 20.91% | 373.79%-352.9pp | 258.74%-237.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $958 | $3,302-71.0% | $2,652-63.9% | $4,762-79.9% |
| Participant deferral / active EE | $8,000 | $4,688+70.7% | $3,899+105.2% | $5,850+36.7% |
| Admin fee / account holder | $232 | $6,241-96.3% | $4,912-95.3% | $11,596-98.0% |