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 | $54,904 | $51,576+6.5% | $129,207-57.5% | $80,856-32.1% |
| Participation rate | 40.4% | 57.0%-16.6pp | 69.6%-29.2pp | 67.6%-27.2pp |
| Annual return | 13.75% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $975 | $1,584-38.4% | $4,153-76.5% | $2,755-64.6% |
| Participant deferral / active EE | $1,662 | $2,669-37.7% | $4,168-60.1% | $4,296-61.3% |
| Admin fee / account holder | $144 | $4,305-96.7% | $7,715-98.1% | $6,918-97.9% |