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 | $124,115 | $93,346+33.0% | $71,796+72.9% | $273,961-54.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $735 | $2,733-73.1% | $1,924-61.8% | $4,869-84.9% |
| Participant deferral / active EE | $4,725 | $3,475+36.0% | $2,794+69.1% | $5,287-10.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |