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 | $103,361 | $34,308+201.3% | $74,701+38.4% | $72,985+41.6% |
| Participation rate | 11.4% | 42.4%-31.0pp | 54.5%-43.0pp | 69.5%-58.1pp |
| Annual return | 25.41% | 26.58%-1.2pp | 752.92%-727.5pp | 81.00%-55.6pp |
| Employer contribution / active EE | $273 | $692-60.5% | $1,084-74.8% | $2,440-88.8% |
| Participant deferral / active EE | $966 | $1,271-24.0% | $1,964-50.8% | $3,607-73.2% |
| Admin fee / account holder | $231 | $2,124-89.1% | $3,333-93.1% | $5,124-95.5% |