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 | $76,443 | $32,037+138.6% | $69,182+10.5% | $62,891+21.5% |
| Participation rate | 14.7% | 43.4%-28.7pp | 55.1%-40.4pp | 69.3%-54.6pp |
| Annual return | 10.02% | 15.16%-5.1pp | -21.93%+32.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $154 | $679-77.3% | $1,206-87.2% | $2,281-93.3% |
| Participant deferral / active EE | $354 | $1,185-70.1% | $1,897-81.3% | $3,203-88.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |