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 | $37,826 | $138,065-72.6% | $123,544-69.4% | $135,375-72.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.68% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,555 | $5,151-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $3,006 | $6,799-55.8% | $6,426-53.2% | $5,609-46.4% |
| Admin fee / account holder | $292 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |