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 | $151,376 | $106,890+41.6% | $84,015+80.2% | $152,861-1.0% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.4%-18.2pp |
| Annual return | 27.86% | 104.99%-77.1pp | 71.31%-43.4pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,216 | $2,734-55.5% | $1,983-38.7% | $4,762-74.5% |
| Participant deferral / active EE | $4,485 | $4,011+11.8% | $3,239+38.5% | $5,850-23.3% |
| Admin fee / account holder | $14 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |