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 | $98,247 | $70,606+39.1% | $53,898+82.3% | $142,382-31.0% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 14.03% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $770 | $1,202-35.9% | $932-17.4% | $4,299-82.1% |
| Participant deferral / active EE | $4,696 | $2,364+98.7% | $1,826+157.1% | $6,507-27.8% |
| Admin fee / account holder | $41 | $2,852-98.6% | $2,491-98.3% | $12,624-99.7% |