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 | $209,928 | $107,791+94.8% | $90,645+131.6% | $135,375+55.1% |
| Participation rate | 18.2% | 78.0%-59.9pp | 74.0%-55.8pp | 82.6%-64.5pp |
| Annual return | -3.47% | -0.90%-2.6pp | 1.88%-5.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $496 | $3,018-83.6% | $2,532-80.4% | $4,779-89.6% |
| Participant deferral / active EE | $3,589 | $3,872-7.3% | $3,425+4.8% | $5,609-36.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |