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 8-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 | $46,034 | $138,044-66.7% | $125,339-63.3% | $134,475-65.8% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | -19.44% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,961 | $5,243-62.6% | $4,814-59.3% | $4,740-58.6% |
| Participant deferral / active EE | $7,112 | $7,799-8.8% | $7,446-4.5% | $6,400+11.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |