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 | $107,189 | $92,703+15.6% | $82,719+29.6% | $134,475-20.3% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -17.90% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,144 | $3,274-65.1% | $3,009-62.0% | $4,740-75.9% |
| Participant deferral / active EE | $3,707 | $4,802-22.8% | $4,395-15.7% | $6,400-42.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |