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 | $17,598 | $85,202-79.3% | $172,739-89.8% | $72,985-75.9% |
| Participation rate | 39.4% | 70.1%-30.7pp | 82.6%-43.3pp | 69.5%-30.1pp |
| Annual return | 29.27% | 27.32%+1.9pp | 802.84%-773.6pp | 81.00%-51.7pp |
| Employer contribution / active EE | $708 | $3,324-78.7% | $5,143-86.2% | $2,440-71.0% |
| Participant deferral / active EE | $1,989 | $3,260-39.0% | $5,198-61.7% | $3,607-44.9% |
| Admin fee / account holder | $187 | $5,884-96.8% | $13,954-98.7% | $5,124-96.3% |