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 | $207,104 | $107,334+93.0% | $92,893+122.9% | $152,861+35.5% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 22.38% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,433 | $4,221-66.0% | $3,653-60.8% | $4,762-69.9% |
| Participant deferral / active EE | $1,509 | $4,845-68.9% | $4,236-64.4% | $5,850-74.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |