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 | $226,709 | $84,402+168.6% | $61,373+269.4% | $134,475+68.6% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -4.57% | 584.55%-589.1pp | 338.61%-343.2pp | 417.96%-422.5pp |
| Employer contribution / active EE | $757 | $1,544-51.0% | $1,159-34.7% | $4,740-84.0% |
| Participant deferral / active EE | $1,825 | $2,819-35.2% | $2,125-14.1% | $6,400-71.5% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |