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 | $74,720 | $54,701+36.6% | $86,188-13.3% | $71,457+4.6% |
| Participation rate | 39.1% | 60.1%-21.0pp | 69.0%-29.9pp | 67.9%-28.8pp |
| Annual return | 20.69% | 20.06%+0.6pp | 1168.45%-1147.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $523 | $1,265-58.7% | $2,380-78.0% | $2,588-79.8% |
| Participant deferral / active EE | $2,791 | $3,108-10.2% | $3,985-30.0% | $4,289-34.9% |
| Admin fee / account holder | $266 | $1,922-86.1% | $6,852-96.1% | $1,587-83.2% |