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 | $70,230 | $190,805-63.2% | $159,960-56.1% | $134,475-47.8% |
| Participation rate | 16.7% | 81.9%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | -19.46% | 552.23%-571.7pp | 408.60%-428.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $719 | $4,995-85.6% | $4,226-83.0% | $4,740-84.8% |
| Participant deferral / active EE | $3,540 | $6,923-48.9% | $6,182-42.7% | $6,400-44.7% |
| Admin fee / account holder | $264 | $10,471-97.5% | $8,698-97.0% | $11,426-97.7% |