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 6-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 | $87,154 | $138,044-36.9% | $125,339-30.5% | $134,475-35.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.82% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,149 | $5,243-20.9% | $4,814-13.8% | $4,740-12.5% |
| Participant deferral / active EE | $10,750 | $7,799+37.8% | $7,446+44.4% | $6,400+68.0% |
| Admin fee / account holder | $291 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |