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 | $54,338 | $97,757-44.4% | $83,848-35.2% | $135,375-59.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -6.37% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,772 | $4,222-58.0% | $3,631-51.2% | $4,779-62.9% |
| Participant deferral / active EE | $9,250 | $4,682+97.6% | $4,082+126.6% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |