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 | $110,316 | $92,703+19.0% | $82,719+33.4% | $134,475-18.0% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -17.88% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,135 | $3,274-4.2% | $3,009+4.2% | $4,740-33.9% |
| Participant deferral / active EE | $10,563 | $4,802+120.0% | $4,395+140.3% | $6,400+65.0% |
| Admin fee / account holder | $224 | $5,983-96.2% | $5,329-95.8% | $11,426-98.0% |