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 | $219,892 | $158,398+38.8% | $126,539+73.8% | $142,382+54.4% |
| Participation rate | 20.0% | 75.8%-55.8pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 17.73% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $205 | $4,650-95.6% | $3,674-94.4% | $4,299-95.2% |
| Participant deferral / active EE | $2,565 | $4,767-46.2% | $4,083-37.2% | $6,507-60.6% |
| Admin fee / account holder | $30 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |