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 | $104,504 | $138,044-24.3% | $125,339-16.6% | $134,475-22.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.83% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,608 | $5,243-69.3% | $4,814-66.6% | $4,740-66.1% |
| Participant deferral / active EE | $16,932 | $7,799+117.1% | $7,446+127.4% | $6,400+164.6% |
| Admin fee / account holder | $94 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |