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 | $61,141 | $138,065-55.7% | $123,544-50.5% | $135,375-54.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.90% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,679 | $5,151-48.0% | $4,628-42.1% | $4,779-43.9% |
| Participant deferral / active EE | $6,576 | $6,799-3.3% | $6,426+2.3% | $5,609+17.2% |
| Admin fee / account holder | $16 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |