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 7-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 | $79,561 | $84,402-5.7% | $61,373+29.6% | $134,475-40.8% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | -18.54% | 584.55%-603.1pp | 338.61%-357.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,149 | $1,544-25.6% | $1,159-0.9% | $4,740-75.8% |
| Participant deferral / active EE | $3,708 | $2,819+31.6% | $2,125+74.5% | $6,400-42.1% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |