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 | $209,731 | $95,971+118.5% | $74,550+181.3% | $135,375+54.9% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -4.51% | 56.96%-61.5pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,120 | $2,716-58.8% | $1,961-42.9% | $4,779-76.6% |
| Participant deferral / active EE | $4,020 | $3,843+4.6% | $3,108+29.4% | $5,609-28.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |