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 | $92,002 | $60,124+53.0% | $90,404+1.8% | $79,858+15.2% |
| Participation rate | 35.1% | 65.0%-29.8pp | 72.7%-37.5pp | 69.6%-34.5pp |
| Annual return | 21.72% | 71.94%-50.2pp | 1293.02%-1271.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $617 | $2,068-70.2% | $3,262-81.1% | $2,471-75.0% |
| Participant deferral / active EE | $1,247 | $2,938-57.6% | $3,963-68.5% | $3,740-66.7% |
| Admin fee / account holder | $271 | $3,976-93.2% | $5,611-95.2% | $5,306-94.9% |