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 | $162,496 | $138,044+17.7% | $125,339+29.6% | $134,475+20.8% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.8pp | 81.2%-24.7pp |
| Annual return | -16.06% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,291 | $5,243-37.2% | $4,814-31.6% | $4,740-30.6% |
| Participant deferral / active EE | $6,854 | $7,799-12.1% | $7,446-8.0% | $6,400+7.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |