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 | $137,171 | $127,100+7.9% | $105,738+29.7% | $135,375+1.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -8.13% | 4.49%-12.6pp | 6.27%-14.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,469 | $4,107-64.2% | $3,268-55.0% | $4,779-69.3% |
| Participant deferral / active EE | $8,529 | $5,064+68.4% | $4,080+109.1% | $5,609+52.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |