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 6-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 | $89,189 | $133,958-33.4% | $112,228-20.5% | $134,475-33.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -19.93% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,680 | $4,038-58.4% | $3,635-53.8% | $4,740-64.6% |
| Participant deferral / active EE | $4,750 | $5,291-10.2% | $4,728+0.5% | $6,400-25.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |