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 7-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 | $202,015 | $169,032+19.5% | $129,207+56.3% | $145,922+38.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 432.59% | 14330.11%-13897.5pp | 9417.33%-8984.7pp | 561.29%-128.7pp |
| Employer contribution / active EE | $2,679 | $5,537-51.6% | $4,153-35.5% | $4,660-42.5% |
| Participant deferral / active EE | $5,500 | $4,987+10.3% | $4,168+32.0% | $6,688-17.8% |
| Admin fee / account holder | $67 | $9,954-99.3% | $7,715-99.1% | $13,397-99.5% |