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 | $100,788 | $58,927+71.0% | $76,817+31.2% | $72,985+38.1% |
| Participation rate | 50.0% | 67.3%-17.3pp | 72.1%-22.1pp | 69.5%-19.5pp |
| Annual return | 20.52% | 2305.64%-2285.1pp | 1166.11%-1145.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,439 | $1,787-19.5% | $2,302-37.5% | $2,440-41.0% |
| Participant deferral / active EE | $1,819 | $2,690-32.4% | $3,336-45.5% | $3,607-49.6% |
| Admin fee / account holder | $5 | $4,013-99.9% | $6,420-99.9% | $5,124-99.9% |