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 7-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 | $78,882 | $84,402-6.5% | $61,373+28.5% | $134,475-41.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -17.29% | 584.55%-601.8pp | 338.61%-355.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $6,962 | $1,544+350.8% | $1,159+500.5% | $4,740+46.9% |
| Participant deferral / active EE | $3,250 | $2,819+15.3% | $2,125+52.9% | $6,400-49.2% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |