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 | $163,316 | $117,381+39.1% | $99,443+64.2% | $152,861+6.8% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.4%-82.4pp |
| Annual return | 18.69% | 31.87%-13.2pp | 30.72%-12.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $958 | $3,013-68.2% | $2,540-62.3% | $4,762-79.9% |
| Participant deferral / active EE | $6,462 | $4,086+58.2% | $3,619+78.6% | $5,850+10.5% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |