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 | $35,368 | $190,805-81.5% | $159,960-77.9% | $134,475-73.7% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -19.85% | 552.23%-572.1pp | 408.60%-428.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,015 | $4,995-39.7% | $4,226-28.7% | $4,740-36.4% |
| Participant deferral / active EE | $5,655 | $6,923-18.3% | $6,182-8.5% | $6,400-11.6% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |