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 | $102,078 | $30,732+232.2% | $59,496+71.6% | $59,632+71.2% |
| Participation rate | 9.3% | 43.2%-33.9pp | 54.6%-45.3pp | 68.7%-59.4pp |
| Annual return | -0.15% | 4.47%-4.6pp | 182.05%-182.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $142 | $631-77.5% | $1,153-87.7% | $2,203-93.5% |
| Participant deferral / active EE | $942 | $1,183-20.4% | $1,829-48.5% | $3,192-70.5% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |