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 | $89,507 | $56,053+59.7% | $75,972+17.8% | $80,856+10.7% |
| Participation rate | 19.4% | 62.0%-42.6pp | 69.1%-49.6pp | 67.6%-48.2pp |
| Annual return | 14.42% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.2pp |
| Employer contribution / active EE | $457 | $1,874-75.6% | $2,685-83.0% | $2,755-83.4% |
| Participant deferral / active EE | $1,255 | $3,052-58.9% | $4,255-70.5% | $4,296-70.8% |
| Admin fee / account holder | $4 | $5,234-99.9% | $6,467-99.9% | $6,918-99.9% |