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 7-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 | $36,184 | $190,805-81.0% | $159,960-77.4% | $134,475-73.1% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -18.87% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,009 | $4,995-79.8% | $4,226-76.1% | $4,740-78.7% |
| Participant deferral / active EE | $6,710 | $6,923-3.1% | $6,182+8.5% | $6,400+4.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |