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 9-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 | $20,020 | $190,805-89.5% | $159,960-87.5% | $134,475-85.1% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -19.65% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,884 | $6,923-72.8% | $6,182-69.5% | $6,400-70.6% |
| Admin fee / account holder | $82 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |