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 9-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 | $11,188 | $92,703-87.9% | $82,719-86.5% | $134,475-91.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.63% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $521 | $3,274-84.1% | $3,009-82.7% | $4,740-89.0% |
| Participant deferral / active EE | $1,354 | $4,802-71.8% | $4,395-69.2% | $6,400-78.8% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |