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 | $138,772 | $95,971+44.6% | $74,550+86.1% | $135,375+2.5% |
| Participation rate | 30.4% | 75.7%-45.2pp | 69.1%-38.7pp | 82.6%-52.2pp |
| Annual return | -8.83% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $939 | $2,716-65.4% | $1,961-52.1% | $4,779-80.4% |
| Participant deferral / active EE | $2,809 | $3,843-26.9% | $3,108-9.6% | $5,609-49.9% |
| Admin fee / account holder | $30 | $6,522-99.5% | $5,060-99.4% | $10,827-99.7% |