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 | $94,401 | $138,044-31.6% | $125,339-24.7% | $134,475-29.8% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -2.96% | 750.33%-753.3pp | 572.05%-575.0pp | 417.96%-420.9pp |
| Employer contribution / active EE | $1,895 | $5,243-63.9% | $4,814-60.6% | $4,740-60.0% |
| Participant deferral / active EE | $3,288 | $7,799-57.8% | $7,446-55.8% | $6,400-48.6% |
| Admin fee / account holder | $3 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |