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 | $67,486 | $135,635-50.2% | $110,238-38.8% | $135,375-50.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -3.64% | 513.19%-516.8pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,094 | $4,906-57.3% | $3,826-45.3% | $4,779-56.2% |
| Participant deferral / active EE | $3,544 | $5,506-35.6% | $4,672-24.1% | $5,609-36.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |