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 | $71,629 | $51,576+38.9% | $129,207-44.6% | $80,856-11.4% |
| Participation rate | 43.8% | 57.0%-13.2pp | 69.6%-25.9pp | 67.6%-23.9pp |
| Annual return | 18.42% | 20.81%-2.4pp | 9417.33%-9398.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $797 | $1,584-49.7% | $4,153-80.8% | $2,755-71.1% |
| Participant deferral / active EE | $1,210 | $2,669-54.7% | $4,168-71.0% | $4,296-71.8% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |