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 6-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 | $82,448 | $106,515-22.6% | $96,683-14.7% | $139,434-40.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 37.90% | 38.43%-0.5pp | 35.69%+2.2pp | 372.94%-335.0pp |
| Employer contribution / active EE | $1,220 | $4,103-70.3% | $3,737-67.4% | $4,751-74.3% |
| Participant deferral / active EE | $24,667 | $5,454+352.3% | $4,878+405.7% | $6,710+267.6% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |