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 | $214,290 | $104,907+104.3% | $84,611+153.3% | $152,861+40.2% |
| Participation rate | 58.8% | 74.8%-16.0pp | 68.2%-9.4pp | 82.4%-23.6pp |
| Annual return | 17.30% | 373.79%-356.5pp | 258.74%-241.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $969 | $3,302-70.7% | $2,652-63.5% | $4,762-79.7% |
| Participant deferral / active EE | $1,810 | $4,688-61.4% | $3,899-53.6% | $5,850-69.1% |
| Admin fee / account holder | $9 | $6,241-99.9% | $4,912-99.8% | $11,596-99.9% |