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 | $75,801 | $54,762+38.4% | $90,281-16.0% | $72,985+3.9% |
| Participation rate | 38.5% | 65.1%-26.7pp | 73.3%-34.8pp | 69.5%-31.0pp |
| Annual return | 29.11% | 30.63%-1.5pp | 78.10%-49.0pp | 81.00%-51.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,644 | $2,887-43.0% | $3,885-57.7% | $3,607-54.4% |
| Admin fee / account holder | $56 | $3,972-98.6% | $5,351-99.0% | $5,124-98.9% |