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 | $101,964 | $85,202+19.7% | $172,739-41.0% | $72,985+39.7% |
| Participation rate | 42.5% | 70.1%-27.6pp | 82.6%-40.1pp | 69.5%-27.0pp |
| Annual return | 20.98% | 27.32%-6.3pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,004 | $3,324-69.8% | $5,143-80.5% | $2,440-58.8% |
| Participant deferral / active EE | $2,591 | $3,260-20.5% | $5,198-50.1% | $3,607-28.2% |
| Admin fee / account holder | $24 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |