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 | $160,042 | $34,308+366.5% | $74,701+114.2% | $72,985+119.3% |
| Participation rate | 22.0% | 42.4%-20.4pp | 54.5%-32.5pp | 69.5%-47.5pp |
| Annual return | 26.30% | 26.58%-0.3pp | 752.92%-726.6pp | 81.00%-54.7pp |
| Employer contribution / active EE | $453 | $692-34.5% | $1,084-58.2% | $2,440-81.4% |
| Participant deferral / active EE | $1,828 | $1,271+43.8% | $1,964-6.9% | $3,607-49.3% |
| Admin fee / account holder | $169 | $2,124-92.0% | $3,333-94.9% | $5,124-96.7% |