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 | $131,419 | $97,757+34.4% | $83,848+56.7% | $135,375-2.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.29% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,093 | $4,222-74.1% | $3,631-69.9% | $4,779-77.1% |
| Participant deferral / active EE | $3,131 | $4,682-33.1% | $4,082-23.3% | $5,609-44.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |