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 | $243,276 | $107,791+125.7% | $90,645+168.4% | $135,375+79.7% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -4.61% | -0.90%-3.7pp | 1.88%-6.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,519 | $3,018-49.7% | $2,532-40.0% | $4,779-68.2% |
| Participant deferral / active EE | $7,159 | $3,872+84.9% | $3,425+109.1% | $5,609+27.6% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |