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 | $76,174 | $85,202-10.6% | $172,739-55.9% | $72,985+4.4% |
| Participation rate | 42.3% | 70.1%-27.8pp | 82.6%-40.3pp | 69.5%-27.2pp |
| Annual return | 23.48% | 27.32%-3.8pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $475 | $3,324-85.7% | $5,143-90.8% | $2,440-80.6% |
| Participant deferral / active EE | $3,128 | $3,260-4.0% | $5,198-39.8% | $3,607-13.3% |
| Admin fee / account holder | $66 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |