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 | $217,183 | $97,757+122.2% | $83,848+159.0% | $135,375+60.4% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -6.67% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,762 | $4,222-58.3% | $3,631-51.5% | $4,779-63.1% |
| Participant deferral / active EE | $7,514 | $4,682+60.5% | $4,082+84.1% | $5,609+34.0% |
| Admin fee / account holder | $54 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |