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 | $83,753 | $39,019+114.6% | $80,716+3.8% | $85,850-2.4% |
| Participation rate | 6.6% | 41.5%-35.0pp | 54.2%-47.6pp | 69.3%-62.7pp |
| Annual return | 31.56% | 26.27%+5.3pp | 87.28%-55.7pp | 318.53%-287.0pp |
| Employer contribution / active EE | $406 | $722-43.8% | $1,160-65.0% | $2,565-84.2% |
| Participant deferral / active EE | $831 | $1,326-37.3% | $2,146-61.3% | $3,952-79.0% |
| Admin fee / account holder | $175 | $2,431-92.8% | $3,380-94.8% | $6,260-97.2% |