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 | $154,531 | $31,310+393.5% | $53,898+186.7% | $74,304+108.0% |
| Participation rate | 6.5% | 30.7%-24.1pp | 55.0%-48.4pp | 60.3%-53.8pp |
| Annual return | 22.73% | 23.16%-0.4pp | 528.60%-505.9pp | 29.43%-6.7pp |
| Employer contribution / active EE | $149 | $450-66.8% | $932-84.0% | $2,241-93.3% |
| Participant deferral / active EE | $1,316 | $934+40.9% | $1,826-27.9% | $3,767-65.1% |
| Admin fee / account holder | $0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |