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 | $97,632 | $58,208+67.7% | $81,812+19.3% | $80,856+20.7% |
| Participation rate | 17.9% | 63.4%-45.5pp | 72.3%-54.4pp | 67.6%-49.7pp |
| Annual return | 24.52% | 41.66%-17.1pp | 773.79%-749.3pp | 35.59%-11.1pp |
| Employer contribution / active EE | $622 | $2,340-73.4% | $2,912-78.6% | $2,755-77.4% |
| Participant deferral / active EE | $1,530 | $3,281-53.4% | $4,319-64.6% | $4,296-64.4% |
| Admin fee / account holder | $4 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |