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 | $151,102 | $56,053+169.6% | $75,972+98.9% | $80,856+86.9% |
| Participation rate | 37.0% | 62.0%-25.0pp | 69.1%-32.0pp | 67.6%-30.6pp |
| Annual return | 13.59% | 20.53%-6.9pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $760 | $1,874-59.5% | $2,685-71.7% | $2,755-72.4% |
| Participant deferral / active EE | $1,987 | $3,052-34.9% | $4,255-53.3% | $4,296-53.7% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |