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 | $12,310 | $92,703-86.7% | $82,719-85.1% | $134,475-90.8% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -19.87% | 944.92%-964.8pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,192 | $3,274-63.6% | $3,009-60.4% | $4,740-74.9% |
| Participant deferral / active EE | $3,065 | $4,802-36.2% | $4,395-30.3% | $6,400-52.1% |
| Admin fee / account holder | $57 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |