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 9-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 | $119,555 | $168,632-29.1% | $147,614-19.0% | $125,391-4.7% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,518 | $6,252-59.7% | $5,564-54.7% | $4,866-48.2% |
| Participant deferral / active EE | $8,289 | $5,507+50.5% | $4,895+69.3% | $5,352+54.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |