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 | $69,694 | $49,173+41.7% | $121,098-42.4% | $75,163-7.3% |
| Participation rate | 19.4% | 55.4%-36.0pp | 69.5%-50.1pp | 67.2%-47.8pp |
| Annual return | 25.11% | 55.99%-30.9pp | 985.75%-960.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $573 | $1,546-62.9% | $4,164-86.2% | $2,670-78.5% |
| Participant deferral / active EE | $842 | $2,628-67.9% | $4,080-79.4% | $4,125-79.6% |
| Admin fee / account holder | $9 | $3,942-99.8% | $5,644-99.8% | $5,651-99.8% |