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 | $181,657 | $76,738+136.7% | $56,411+222.0% | $145,922+24.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 6.84% | 2994.23%-2987.4pp | 1701.33%-1694.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,049 | $1,380-23.9% | $1,039+1.0% | $4,660-77.5% |
| Participant deferral / active EE | $7,990 | $2,623+204.7% | $1,952+309.4% | $6,688+19.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |