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 9-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 | $121,004 | $48,050+151.8% | $85,969+40.8% | $59,632+102.9% |
| Participation rate | 39.4% | 64.5%-25.1pp | 76.5%-37.1pp | 68.7%-29.3pp |
| Annual return | -2.39% | 0.29%-2.7pp | 9.32%-11.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,154 | $1,640+31.4% | $3,474-38.0% | $2,203-2.2% |
| Participant deferral / active EE | $2,744 | $2,249+22.0% | $3,829-28.3% | $3,192-14.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |