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 | $55,352 | $62,672-11.7% | $185,117-70.1% | $70,131-21.1% |
| Participation rate | 46.5% | 63.8%-17.3pp | 77.3%-30.8pp | 69.5%-23.0pp |
| Annual return | 15.49% | 40.79%-25.3pp | 40.50%-25.0pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,315 | $3,272-59.8% | $5,045-73.9% | $3,332-60.5% |
| Admin fee / account holder | $127 | $3,932-96.8% | $8,159-98.4% | $4,645-97.3% |