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 | $93,835 | $58,208+61.2% | $81,812+14.7% | $80,856+16.1% |
| Participation rate | 27.8% | 63.4%-35.6pp | 72.3%-44.6pp | 67.6%-39.9pp |
| Annual return | 23.05% | 41.66%-18.6pp | 773.79%-750.7pp | 35.59%-12.5pp |
| Employer contribution / active EE | $618 | $2,340-73.6% | $2,912-78.8% | $2,755-77.6% |
| Participant deferral / active EE | $1,854 | $3,281-43.5% | $4,319-57.1% | $4,296-56.8% |
| Admin fee / account holder | $203 | $4,981-95.9% | $7,386-97.3% | $6,918-97.1% |