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 | $148,430 | $107,334+38.3% | $92,893+59.8% | $152,861-2.9% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.4%-52.4pp |
| Annual return | 24.25% | 145.58%-121.3pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $798 | $4,221-81.1% | $3,653-78.1% | $4,762-83.2% |
| Participant deferral / active EE | $1,821 | $4,845-62.4% | $4,236-57.0% | $5,850-68.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |