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 | $33,713 | $138,065-75.6% | $123,544-72.7% | $135,375-75.1% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -2.47% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,038 | $5,151-79.9% | $4,628-77.6% | $4,779-78.3% |
| Participant deferral / active EE | $3,790 | $6,799-44.3% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $109 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |