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 7-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 | $38,137 | $168,632-77.4% | $147,614-74.2% | $125,391-69.6% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -3.15% | 77.65%-80.8pp | 61.98%-65.1pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,764 | $6,252-71.8% | $5,564-68.3% | $4,866-63.8% |
| Participant deferral / active EE | $4,431 | $5,507-19.5% | $4,895-9.5% | $5,352-17.2% |
| Admin fee / account holder | $150 | $13,580-98.9% | $11,611-98.7% | $9,540-98.4% |