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 | $144,875 | $99,652+45.4% | $78,778+83.9% | $147,584-1.8% |
| Participation rate | 35.0% | 76.2%-41.2pp | 69.2%-34.2pp | 82.8%-47.8pp |
| Annual return | 16.85% | 47.28%-30.4pp | 35.62%-18.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,336 | $2,796-52.2% | $1,986-32.7% | $4,876-72.6% |
| Participant deferral / active EE | $3,870 | $3,664+5.6% | $2,958+30.8% | $5,439-28.8% |
| Admin fee / account holder | $15 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |