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 | $121,780 | $99,918+21.9% | $81,382+49.6% | $145,922-16.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 16.24% | 34.32%-18.1pp | 24.73%-8.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $750 | $2,978-74.8% | $2,463-69.6% | $4,660-83.9% |
| Participant deferral / active EE | $1,874 | $4,605-59.3% | $3,883-51.7% | $6,688-72.0% |
| Admin fee / account holder | $60 | $8,212-99.3% | $5,768-99.0% | $13,397-99.6% |