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 | $71,398 | $48,274+47.9% | $63,517+12.4% | $59,632+19.7% |
| Participation rate | 12.1% | 66.3%-54.3pp | 71.0%-59.0pp | 68.7%-56.6pp |
| Annual return | -0.03% | -240.79%+240.8pp | -70.30%+70.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $465 | $1,586-70.7% | $2,322-80.0% | $2,203-78.9% |
| Participant deferral / active EE | $1,262 | $2,343-46.1% | $2,953-57.3% | $3,192-60.5% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,892-100.0% | $4,297-100.0% |