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 | $113,972 | $91,190+25.0% | $178,490-36.1% | $79,858+42.7% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | 12.89% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $568 | $3,256-82.6% | $5,011-88.7% | $2,471-77.0% |
| Participant deferral / active EE | $1,148 | $3,236-64.5% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $271 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |