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 | $26,944 | $97,757-72.4% | $83,848-67.9% | $135,375-80.1% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -9.01% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,853 | $4,222-56.1% | $3,631-49.0% | $4,779-61.2% |
| Participant deferral / active EE | $3,440 | $4,682-26.5% | $4,082-15.7% | $5,609-38.7% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |