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 5-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 | $86,324 | $190,805-54.8% | $159,960-46.0% | $134,475-35.8% |
| Participation rate | 46.2% | 81.9%-35.8pp | 78.0%-31.8pp | 81.2%-35.1pp |
| Annual return | -13.37% | 552.23%-565.6pp | 408.60%-422.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,667 | $4,995-66.6% | $4,226-60.6% | $4,740-64.8% |
| Participant deferral / active EE | $3,665 | $6,923-47.1% | $6,182-40.7% | $6,400-42.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |