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 5-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 | $31,444 | $92,703-66.1% | $82,719-62.0% | $134,475-76.6% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 81.2%-68.7pp |
| Annual return | -17.46% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $344 | $3,274-89.5% | $3,009-88.6% | $4,740-92.7% |
| Participant deferral / active EE | $1,169 | $4,802-75.7% | $4,395-73.4% | $6,400-81.7% |
| Admin fee / account holder | $221 | $5,983-96.3% | $5,329-95.9% | $11,426-98.1% |