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 | $61,765 | $85,766-28.0% | $136,294-54.7% | $70,131-11.9% |
| Participation rate | 67.4% | 74.2%-6.8pp | 81.9%-14.5pp | 69.5%-2.1pp |
| Annual return | 15.53% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,474 | $5,051-11.4% | $6,247-28.4% | $3,332+34.3% |
| Admin fee / account holder | $6 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |