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 | $215,483 | $97,044+122.0% | $83,333+158.6% | $135,375+59.2% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -4.79% | 12.31%-17.1pp | 10.63%-15.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,399 | $4,143-42.1% | $3,379-29.0% | $4,779-49.8% |
| Participant deferral / active EE | $6,734 | $5,964+12.9% | $5,565+21.0% | $5,609+20.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |