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 | $43,804 | $84,695-48.3% | $73,843-40.7% | $125,391-65.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -1.62% | 3123.53%-3125.1pp | 2267.84%-2269.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,491 | $3,123-52.2% | $2,787-46.5% | $4,866-69.4% |
| Participant deferral / active EE | $12,805 | $3,992+220.7% | $3,583+257.4% | $5,352+139.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |