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 | $84,269 | $92,703-9.1% | $82,719+1.9% | $134,475-37.3% |
| Participation rate | 23.5% | 75.2%-51.7pp | 72.6%-49.0pp | 81.2%-57.7pp |
| Annual return | -19.73% | 944.92%-964.6pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $730 | $3,274-77.7% | $3,009-75.8% | $4,740-84.6% |
| Participant deferral / active EE | $2,945 | $4,802-38.7% | $4,395-33.0% | $6,400-54.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |