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 | $84,620 | $89,355-5.3% | $141,162-40.1% | $72,985+15.9% |
| Participation rate | 28.1% | 75.1%-47.0pp | 82.5%-54.3pp | 69.5%-41.4pp |
| Annual return | 19.40% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $981 | $3,114-68.5% | $4,735-79.3% | $2,440-59.8% |
| Participant deferral / active EE | $2,466 | $5,418-54.5% | $6,709-63.3% | $3,607-31.7% |
| Admin fee / account holder | $56 | $5,958-99.1% | $10,261-99.5% | $5,124-98.9% |