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 | $76,701 | $198,466-61.4% | $170,442-55.0% | $147,584-48.0% |
| Participation rate | 23.1% | 88.0%-64.9pp | 83.6%-60.5pp | 82.8%-59.8pp |
| Annual return | 17.83% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,532 | $5,629-55.0% | $4,939-48.7% | $5,439-53.5% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |