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 | $217,581 | $112,881+92.8% | $90,951+139.2% | $158,922+36.9% |
| Participation rate | 30.0% | 74.7%-44.7pp | 69.0%-39.0pp | 82.0%-52.0pp |
| Annual return | 15.16% | 215.79%-200.6pp | 134.60%-119.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $872 | $2,893-69.9% | $2,122-58.9% | $4,761-81.7% |
| Participant deferral / active EE | $2,995 | $4,128-27.4% | $3,373-11.2% | $5,982-49.9% |
| Admin fee / account holder | $30 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |