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 | $17,462 | $97,757-82.1% | $83,848-79.2% | $135,375-87.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -9.20% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,746 | $4,222-58.6% | $3,631-51.9% | $4,779-63.5% |
| Participant deferral / active EE | $1,746 | $4,682-62.7% | $4,082-57.2% | $5,609-68.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |