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 | $170,717 | $95,971+77.9% | $74,550+129.0% | $135,375+26.1% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -8.69% | 56.96%-65.7pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,613 | $2,716-40.6% | $1,961-17.8% | $4,779-66.3% |
| Participant deferral / active EE | $4,757 | $3,843+23.8% | $3,108+53.0% | $5,609-15.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |