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 | $184,028 | $111,724+64.7% | $93,606+96.6% | $145,922+26.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.10% | 202.98%-184.9pp | 133.20%-115.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,402 | $3,090-54.6% | $2,420-42.1% | $4,660-69.9% |
| Participant deferral / active EE | $4,080 | $4,912-16.9% | $4,411-7.5% | $6,688-39.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |