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 8-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 | $60,532 | $138,044-56.1% | $125,339-51.7% | $134,475-55.0% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -16.86% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,157 | $5,243-39.8% | $4,814-34.4% | $4,740-33.4% |
| Participant deferral / active EE | $9,273 | $7,799+18.9% | $7,446+24.5% | $6,400+44.9% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |