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 | $152,813 | $111,754+36.7% | $103,333+47.9% | $145,922+4.7% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 19.82% | 24.77%-4.9pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,360 | $4,212-67.7% | $3,868-64.8% | $4,660-70.8% |
| Participant deferral / active EE | $8,068 | $5,619+43.6% | $5,057+59.5% | $6,688+20.6% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |