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 | $117,479 | $88,594+32.6% | $70,092+67.6% | $134,475-12.6% |
| Participation rate | 60.9% | 74.9%-14.1pp | 70.5%-9.6pp | 81.2%-20.4pp |
| Annual return | -19.89% | 442.67%-462.6pp | 190.73%-210.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,466 | $3,233-54.7% | $2,559-42.7% | $4,740-69.1% |
| Participant deferral / active EE | $4,233 | $4,772-11.3% | $3,849+10.0% | $6,400-33.9% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |