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 | $104,854 | $83,477+25.6% | $125,175-16.2% | $72,985+43.7% |
| Participation rate | 11.3% | 73.3%-62.0pp | 79.8%-68.5pp | 69.5%-58.2pp |
| Annual return | 24.27% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $587 | $2,345-75.0% | $3,865-84.8% | $2,440-75.9% |
| Participant deferral / active EE | $1,766 | $3,585-50.7% | $4,937-64.2% | $3,607-51.0% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |