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 | $73,175 | $29,359+149.2% | $56,411+29.7% | - |
| Participation rate | 10.1% | 38.0%-27.9pp | 52.5%-42.4pp | - |
| Annual return | 14.44% | 15.65%-1.2pp | 1701.33%-1686.9pp | - |
| Employer contribution / active EE | $281 | $424-33.9% | $1,039-73.0% | - |
| Participant deferral / active EE | $736 | $855-14.0% | $1,952-62.3% | - |
| Admin fee / account holder | $8 | $1,790-99.6% | $2,829-99.7% | - |