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 | $70,534 | $84,695-16.7% | $73,843-4.5% | $125,391-43.7% |
| Participation rate | 15.8% | 76.8%-61.0pp | 73.4%-57.7pp | 83.2%-67.4pp |
| Annual return | -1.66% | 3123.53%-3125.2pp | 2267.84%-2269.5pp | 282.22%-283.9pp |
| Employer contribution / active EE | $242 | $3,123-92.2% | $2,787-91.3% | $4,866-95.0% |
| Participant deferral / active EE | $826 | $3,992-79.3% | $3,583-77.0% | $5,352-84.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |