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 | $28,666 | $84,402-66.0% | $61,373-53.3% | $134,475-78.7% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-53.9pp |
| Annual return | -11.02% | 584.55%-595.6pp | 338.61%-349.6pp | 417.96%-429.0pp |
| Employer contribution / active EE | $486 | $1,544-68.5% | $1,159-58.1% | $4,740-89.7% |
| Participant deferral / active EE | $486 | $2,819-82.8% | $2,125-77.1% | $6,400-92.4% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |