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 | $103,995 | $52,279+98.9% | $89,391+16.3% | $79,858+30.2% |
| Participation rate | 18.5% | 57.5%-39.0pp | 68.0%-49.5pp | 69.6%-51.1pp |
| Annual return | 15.47% | 22.16%-6.7pp | 245.62%-230.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,073 | $2,740-60.9% | $3,890-72.4% | $3,740-71.3% |
| Admin fee / account holder | $9 | $3,356-99.7% | $4,881-99.8% | $5,306-99.8% |