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 | $132,749 | $76,738+73.0% | $56,411+135.3% | $145,922-9.0% |
| Participation rate | 45.0% | 63.2%-18.2pp | 52.5%-7.5pp | 80.3%-35.3pp |
| Annual return | 16.47% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $723 | $1,380-47.6% | $1,039-30.3% | $4,660-84.5% |
| Participant deferral / active EE | $3,955 | $2,623+50.8% | $1,952+102.6% | $6,688-40.9% |
| Admin fee / account holder | $105 | $3,334-96.8% | $2,829-96.3% | $13,397-99.2% |