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 9-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 | $174,506 | $104,664+66.7% | $85,682+103.7% | $167,490+4.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 15.52% | 21.45%-5.9pp | 21.49%-6.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,788 | $3,337-46.4% | $2,618-31.7% | $4,837-63.0% |
| Participant deferral / active EE | $13,000 | $4,824+169.5% | $3,923+231.4% | $6,341+105.0% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |