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 | $244,046 | $126,574+92.8% | $106,213+129.8% | $145,922+67.2% |
| Participation rate | 39.1% | 77.6%-38.5pp | 75.3%-36.1pp | 80.3%-41.1pp |
| Annual return | 8.98% | 224.79%-215.8pp | 116.14%-107.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,014 | $3,730-46.0% | $3,171-36.5% | $4,660-56.8% |
| Participant deferral / active EE | $4,370 | $5,724-23.7% | $5,016-12.9% | $6,688-34.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |