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 | $206,633 | $84,695+144.0% | $73,843+179.8% | $125,391+64.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 0.53% | 3123.53%-3123.0pp | 2267.84%-2267.3pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,891 | $3,123-39.5% | $2,787-32.2% | $4,866-61.1% |
| Participant deferral / active EE | $4,005 | $3,992+0.3% | $3,583+11.8% | $5,352-25.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |