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 | $20,879 | $197,825-89.4% | $155,790-86.6% | $125,391-83.3% |
| Participation rate | 27.3% | 82.1%-54.8pp | 76.1%-48.8pp | 83.2%-55.9pp |
| Annual return | -0.59% | 86.74%-87.3pp | 71.54%-72.1pp | 282.22%-282.8pp |
| Employer contribution / active EE | $526 | $4,847-89.2% | $3,836-86.3% | $4,866-89.2% |
| Participant deferral / active EE | $3,726 | $5,630-33.8% | $4,797-22.3% | $5,352-30.4% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |