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 | $181,470 | $106,890+69.8% | $84,015+116.0% | $152,861+18.7% |
| Participation rate | 31.6% | 75.2%-43.7pp | 69.0%-37.4pp | 82.4%-50.9pp |
| Annual return | 24.16% | 104.99%-80.8pp | 71.31%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,052 | $2,734-61.5% | $1,983-47.0% | $4,762-77.9% |
| Participant deferral / active EE | $3,295 | $4,011-17.9% | $3,239+1.7% | $5,850-43.7% |
| Admin fee / account holder | $30 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |