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 | $14,899 | $76,000-80.4% | $154,107-90.3% | $64,186-76.8% |
| Participation rate | 65.9% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.7pp |
| Annual return | 33.53% | 30.32%+3.2pp | 735.12%-701.6pp | 7.63%+25.9pp |
| Employer contribution / active EE | $1,028 | $3,351-69.3% | $5,298-80.6% | $2,381-56.8% |
| Participant deferral / active EE | $1,917 | $3,175-39.6% | $5,081-62.3% | $3,470-44.7% |
| Admin fee / account holder | $175 | $5,596-96.9% | $13,411-98.7% | $4,888-96.4% |