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 | $50,778 | $84,695-40.0% | $73,843-31.2% | $125,391-59.5% |
| Participation rate | 34.8% | 76.8%-42.0pp | 73.4%-38.7pp | 83.2%-48.4pp |
| Annual return | -1.50% | 3123.53%-3125.0pp | 2267.84%-2269.3pp | 282.22%-283.7pp |
| Employer contribution / active EE | $260 | $3,123-91.7% | $2,787-90.7% | $4,866-94.7% |
| Participant deferral / active EE | $2,158 | $3,992-45.9% | $3,583-39.8% | $5,352-59.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |