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 | $51,867 | $97,757-46.9% | $83,848-38.1% | $135,375-61.7% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -7.30% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $998 | $4,222-76.4% | $3,631-72.5% | $4,779-79.1% |
| Participant deferral / active EE | $4,046 | $4,682-13.6% | $4,082-0.9% | $5,609-27.9% |
| Admin fee / account holder | $190 | $6,674-97.2% | $5,478-96.5% | $10,827-98.2% |