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 | $108,949 | $70,606+54.3% | $53,898+102.1% | $142,382-23.5% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 15.31% | 619.81%-604.5pp | 528.60%-513.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $473 | $1,202-60.7% | $932-49.3% | $4,299-89.0% |
| Participant deferral / active EE | $3,333 | $2,364+41.0% | $1,826+82.5% | $6,507-48.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |