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 8-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 | $35,592 | $97,757-63.6% | $83,848-57.6% | $135,375-73.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -3.99% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,146 | $4,222-72.9% | $3,631-68.4% | $4,779-76.0% |
| Participant deferral / active EE | $10,264 | $4,682+119.2% | $4,082+151.5% | $5,609+83.0% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |