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 | $165,505 | $70,756+133.9% | $65,493+152.7% | $142,382+16.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 16.96% | 1754.89%-1737.9pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,368 | $2,881+16.9% | $2,574+30.8% | $4,299-21.7% |
| Participant deferral / active EE | $11,750 | $4,637+153.4% | $3,961+196.6% | $6,507+80.6% |
| Admin fee / account holder | $3 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |