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 | $107,596 | $104,106+3.4% | $71,086+51.4% | $135,375-20.5% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -1.80% | 1256.30%-1258.1pp | 650.59%-652.4pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,152 | $1,485+44.9% | $1,088+97.8% | $4,779-55.0% |
| Participant deferral / active EE | $9,700 | $2,527+283.8% | $1,874+417.5% | $5,609+72.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |