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 8-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 | $103,527 | $56,053+84.7% | $75,972+36.3% | $80,856+28.0% |
| Participation rate | 18.4% | 62.0%-43.6pp | 69.1%-50.6pp | 67.6%-49.2pp |
| Annual return | 11.39% | 20.53%-9.1pp | 359.55%-348.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $438 | $1,874-76.6% | $2,685-83.7% | $2,755-84.1% |
| Participant deferral / active EE | $2,399 | $3,052-21.4% | $4,255-43.6% | $4,296-44.1% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |