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 | $42,095 | $97,757-56.9% | $83,848-49.8% | $135,375-68.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -3.85% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,333 | $4,222-68.4% | $3,631-63.3% | $4,779-72.1% |
| Participant deferral / active EE | $2,893 | $4,682-38.2% | $4,082-29.1% | $5,609-48.4% |
| Admin fee / account holder | $232 | $6,674-96.5% | $5,478-95.8% | $10,827-97.9% |