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 | $87,883 | $99,652-11.8% | $78,778+11.6% | $147,584-40.5% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | 20.81% | 47.28%-26.5pp | 35.62%-14.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,624 | $3,664-1.1% | $2,958+22.5% | $5,439-33.4% |
| Admin fee / account holder | $3 | $7,155-100.0% | $5,134-99.9% | $10,885-100.0% |