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 | $86,194 | $85,202+1.2% | $172,739-50.1% | $72,985+18.1% |
| Participation rate | 54.3% | 70.1%-15.7pp | 82.6%-28.3pp | 69.5%-15.1pp |
| Annual return | 20.46% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,729 | $3,324-48.0% | $5,143-66.4% | $2,440-29.1% |
| Participant deferral / active EE | $2,857 | $3,260-12.4% | $5,198-45.0% | $3,607-20.8% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |