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 | $151,609 | $168,632-10.1% | $147,614+2.7% | $125,391+20.9% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 0.22% | 77.65%-77.4pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $4,085 | $6,252-34.7% | $5,564-26.6% | $4,866-16.0% |
| Participant deferral / active EE | $9,589 | $5,507+74.1% | $4,895+95.9% | $5,352+79.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |