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 | $63,858 | $190,805-66.5% | $159,960-60.1% | $134,475-52.5% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -19.44% | 552.23%-571.7pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,079 | $4,995-78.4% | $4,226-74.5% | $4,740-77.2% |
| Participant deferral / active EE | $4,413 | $6,923-36.3% | $6,182-28.6% | $6,400-31.0% |
| Admin fee / account holder | $263 | $10,471-97.5% | $8,698-97.0% | $11,426-97.7% |