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 | $231,403 | $84,402+174.2% | $61,373+277.0% | $134,475+72.1% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -2.08% | 584.55%-586.6pp | 338.61%-340.7pp | 417.96%-420.0pp |
| Employer contribution / active EE | $1,184 | $1,544-23.4% | $1,159+2.1% | $4,740-75.0% |
| Participant deferral / active EE | $5,333 | $2,819+89.2% | $2,125+151.0% | $6,400-16.7% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |