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 | $69,666 | $85,202-18.2% | $172,739-59.7% | $72,985-4.5% |
| Participation rate | 48.0% | 70.1%-22.1pp | 82.6%-34.6pp | 69.5%-21.5pp |
| Annual return | 20.07% | 27.32%-7.2pp | 802.84%-782.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,314 | $3,260-29.0% | $5,198-55.5% | $3,607-35.9% |
| Admin fee / account holder | $107 | $5,884-98.2% | $13,954-99.2% | $5,124-97.9% |