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 | $125,471 | $106,543+17.8% | $91,220+37.5% | $134,475-6.7% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -16.62% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,174 | $3,331+85.4% | $2,850+116.6% | $4,740+30.3% |
| Participant deferral / active EE | $8,051 | $4,719+70.6% | $4,234+90.2% | $6,400+25.8% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |