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 | $47,172 | $84,695-44.3% | $73,843-36.1% | $125,391-62.4% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -2.58% | 3123.53%-3126.1pp | 2267.84%-2270.4pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,196 | $3,123-29.7% | $2,787-21.2% | $4,866-54.9% |
| Participant deferral / active EE | $5,622 | $3,992+40.8% | $3,583+56.9% | $5,352+5.1% |
| Admin fee / account holder | $36 | $5,691-99.4% | $4,880-99.3% | $9,540-99.6% |