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 | $96,077 | $51,576+86.3% | $129,207-25.6% | $80,856+18.8% |
| Participation rate | 22.2% | 57.0%-34.8pp | 69.6%-47.4pp | 67.6%-45.4pp |
| Annual return | 18.49% | 20.81%-2.3pp | 9417.33%-9398.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,682 | $2,669-37.0% | $4,168-59.6% | $4,296-60.8% |
| Admin fee / account holder | $6 | $4,305-99.9% | $7,715-99.9% | $6,918-99.9% |