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 5-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 | $75,584 | $53,516+41.2% | $126,539-40.3% | $84,808-10.9% |
| Participation rate | 18.5% | 58.2%-39.7pp | 69.8%-51.3pp | 68.3%-49.8pp |
| Annual return | 18.66% | 58.34%-39.7pp | 425.95%-407.3pp | 40.90%-22.2pp |
| Employer contribution / active EE | $922 | $1,535-39.9% | $3,674-74.9% | $2,631-64.9% |
| Participant deferral / active EE | $2,109 | $2,671-21.0% | $4,083-48.3% | $4,212-49.9% |
| Admin fee / account holder | $278 | $4,497-93.8% | $6,065-95.4% | $7,344-96.2% |