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 | $228,754 | $99,032+131.0% | $80,019+185.9% | $135,375+69.0% |
| Participation rate | 20.0% | 78.4%-58.4pp | 75.8%-55.8pp | 82.6%-62.6pp |
| Annual return | -6.17% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $506 | $3,043-83.4% | $2,468-79.5% | $4,779-89.4% |
| Participant deferral / active EE | $2,841 | $4,282-33.6% | $3,686-22.9% | $5,609-49.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |