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 | $182,802 | $168,632+8.4% | $147,614+23.8% | $125,391+45.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.06% | 77.65%-78.7pp | 61.98%-63.0pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,380 | $6,252-61.9% | $5,564-57.2% | $4,866-51.1% |
| Participant deferral / active EE | $5,057 | $5,507-8.2% | $4,895+3.3% | $5,352-5.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |