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 | $66,385 | $29,660+123.8% | $56,411+17.7% | $80,856-17.9% |
| Participation rate | 51.4% | 41.6%+9.8pp | 52.5%-1.0pp | 67.6%-16.2pp |
| Annual return | 20.46% | 35.23%-14.8pp | 1701.33%-1680.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,038 | $669+55.1% | $1,039-0.1% | $2,755-62.3% |
| Participant deferral / active EE | $2,477 | $1,226+102.1% | $1,952+26.9% | $4,296-42.3% |
| Admin fee / account holder | $98 | $2,428-96.0% | $2,829-96.5% | $6,918-98.6% |