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 | $249,939 | $92,703+169.6% | $82,719+202.2% | $134,475+85.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.31% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,373 | $3,274-27.5% | $3,009-21.1% | $4,740-49.9% |
| Participant deferral / active EE | $5,244 | $4,802+9.2% | $4,395+19.3% | $6,400-18.1% |
| Admin fee / account holder | $215 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |