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 | $103,479 | $160,055-35.3% | $140,016-26.1% | $135,375-23.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -3.49% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,322 | $6,420-17.1% | $5,606-5.1% | $4,779+11.4% |
| Participant deferral / active EE | $6,500 | $7,642-14.9% | $6,927-6.2% | $5,609+15.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |