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 | $30,542 | $39,798-23.3% | $67,711-54.9% | $59,632-48.8% |
| Participation rate | 69.0% | 57.4%+11.6pp | 67.5%+1.4pp | 68.7%+0.3pp |
| Annual return | -1.85% | 89.94%-91.8pp | 25.41%-27.3pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,164 | $1,393-16.4% | $2,559-54.5% | $2,203-47.1% |
| Participant deferral / active EE | $2,262 | $2,335-3.1% | $3,585-36.9% | $3,192-29.1% |
| Admin fee / account holder | $30 | $3,212-99.1% | $4,255-99.3% | $4,297-99.3% |