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 | $213,595 | $112,881+89.2% | $90,951+134.8% | $158,922+34.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 55.75% | 215.79%-160.0pp | 134.60%-78.9pp | 302.83%-247.1pp |
| Employer contribution / active EE | $1,687 | $2,893-41.7% | $2,122-20.5% | $4,761-64.6% |
| Participant deferral / active EE | $1,687 | $4,128-59.1% | $3,373-50.0% | $5,982-71.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |