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 | $144,206 | $37,426+285.3% | $77,482+86.1% | $79,858+80.6% |
| Participation rate | 10.0% | 41.5%-31.5pp | 54.2%-44.2pp | 69.6%-59.6pp |
| Annual return | 13.71% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $229 | $637-64.0% | $986-76.8% | $2,471-90.7% |
| Participant deferral / active EE | $849 | $1,260-32.6% | $1,861-54.4% | $3,740-77.3% |
| Admin fee / account holder | $150 | $2,504-94.0% | $2,858-94.8% | $5,306-97.2% |