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 | $80,943 | $51,576+56.9% | $129,207-37.4% | $80,856+0.1% |
| Participation rate | 20.0% | 57.0%-37.0pp | 69.6%-49.6pp | 67.6%-47.6pp |
| Annual return | 21.96% | 20.81%+1.2pp | 9417.33%-9395.4pp | 35.59%-13.6pp |
| Employer contribution / active EE | $714 | $1,584-54.9% | $4,153-82.8% | $2,755-74.1% |
| Participant deferral / active EE | $1,038 | $2,669-61.1% | $4,168-75.1% | $4,296-75.8% |
| Admin fee / account holder | $8 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |